About:
As a Retirement Plan Advisor, Laura specializes in personal financial planning, investment due diligence and oversight, fiduciary support, and ERISA compliance.
Experience:
With 20+ years of professional financial and retirement experience, Laura possesses vast industry knowledge and is skilled in helping individuals with cash flow and wealth management, retirement, college planning, and investments. She provides business owners and plan sponsors with unique insight into what type of employee education and financial wellness programs are likely to be best aligned with employees’ interests.
Accreditations:
Laura holds several licenses including FINRA Series 6, 7, 63, & 65 and NYS Life, Accident, and Health License.
Industry Affiliations:
Laura is a member of the following professional organizations, Retirement Plan Advisory Group (RPAG), Fi360, Inc., and Women in Pensions (WiPN).
Education:
Laura earned her bachelor’s degree from the University at Buffalo.
Community and Pro Bono:
Laura is a former board chair of the Depew High School Academy of Finance, former secretary of the Lancaster Area Chamber of Commerce, and former board member of the Accounting & Financial Women’s Alliance (AFWA).
