Background & Experience
For over 20 years Laura has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Laura has dedicated her career to delivering the personalized services her clients need and deserve.
Laura began her career as a Financial Advisor with A. G. Edwards & Sons, which later became Wells Fargo Advisors, in Tyler, where she developed her fundamental investment knowledge. She takes a team approach in providing personalized financial advice for individuals and families. In 2008, Laura earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.
Laura’s passion for learning doesn’t end there. Growing up on her family’s East Texas ranch, Laura learned a valuable work ethic and to enjoy exploring new places and meeting new people. While earning her bachelor’s degree in finance, with a minor in accounting, at the University of Texas at Tyler, she also co-owned a business. In 2003, she relocated to Tyler and 20 years later she still loves watching the city grow and loves all it has to offer.
Focus
Laura provides comprehensive retirement and investment planning. If a working relationship is developed, she can work with you to help achieve your goals.
CA Insurance License #0H12324.
Away from the Office
Laura spends her free time enjoying her family and friends and traveling to new places. Laura supports the Tyler community and many of its organizations, and has served on various Boards including East Texas Symphony Orchestra, the University of Texas at Tyler Planned Giving Advisory Board, and Baylor Women’s Council of Tyler.
