Since founding her firm in 1998, Laura has developed very close relationships with her clients. Her philosophy is to get to know the whole person – their relationship with money, experiences & background, responsibilities, and dreams. Using this information as a foundation, she works to create highly customized financial plans. Laura is particularly passionate about working with clients on charitable giving and legacy planning.
Areas of Expertise
- Financial Planning
- Estate Planning
- Charitable Giving Strategies
- CERTIFIED FINANCIAL PLANNER ™
Outside The Office
She has served in many leadership roles in the industry and her community. She’s is a past President of the Financial Planning Association of GA and has served as the national President of Women in Insurance & Financial Services (WIFS). She also brings her natural drive and energy to local organizations, including community service and civic groups such as the battered women’s shelter, chamber of commerce, women’s organizations, Rotary International,
Holly Theatre, NGCSU advisory committee.
Laura takes her own advice to dream big and live fully. She lives with her family on a small farm in the Appalachian foothills, where she is able to indulge her love of the outdoors, especially gardening, hiking, kayaking, and tending to an array of animals including llamas. She believes the future belongs to those who believe in the beauty of their dreams.
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