Laura has worked in the financial industry since 1996, starting her career with ISI Financial Group, now known as Greenspring Advisors. With 30 years of experience, she has held several key positions, including Director of Client Services, Financial Advisor, and Director of Financial Planning. She enjoys working with clients to develop personalized financial plans and assist them in organizing their financial affairs. She has extensive experience in investment portfolio rebalancing, tax planning, estate planning, insurance analysis, and assisting clients to understand their asset allocations and the reasoning behind them. Laura finds great satisfaction in helping and educating others, whether it’s her current clients, new clients at the firm, new financial advisors, or high school and college students whom she mentors for careers in the financial industry.
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Favorite Thing About Working With Clients
“Building a personal relationship with my clients and helping them develop a personal financial plan to get their financial house in order.”
