About Laura
Laura has more than 30 years of client service and administrative experience. Her responsibilities involve working directly with wealth advisors in all aspects of the client relationship. Laura also acts as a liaison between internal departments and outside custodians to ensure client accounts are established and maintained with the proper attention and accuracy. Laura has a demonstrated dedication to her clients, and it shows in all she does. Laura helps to streamline processes, improve communications, create efficiencies, and provide learning opportunities for
other CSAs.
Born and raised in San Diego, Laura spent twenty years as a military spouse living in the South and on the East Coast but returned to San Diego to be close to her family. She enjoys weight training and is a California state record
holding powerlifter! Laura also enjoys spending time with her daughter who lives in Kansas City, Missouri.
Laura has more than 30 years of client service and administrative experience. Her responsibilities involve working directly with wealth advisors in all aspects of the client relationship. Laura also acts as a liaison between internal departments and outside custodians to ensure client accounts are established and maintained with the proper attention and accuracy. Laura has a demonstrated dedication to her clients, and it shows in all she does. Laura helps to streamline processes, improve communications, create efficiencies, and provide learning opportunities for
other CSAs.
Born and raised in San Diego, Laura spent twenty years as a military spouse living in the South and on the East Coast but returned to San Diego to be close to her family. She enjoys weight training and is a California state record
holding powerlifter! Laura also enjoys spending time with her daughter who lives in Kansas City, Missouri.