Laura’s Story:
After a lengthy teaching career in high school & college level mathematics, and raising a family, Laura decided on a second career as a Financial Advisor. She incorporates financial planning, when working with clients, using a holistic approach, which starts with values and goal setting, and a comprehensive analysis of cash flow. Then, depending on the client’s stage of life, she moves on to risk management, debt resolution, investment management, and retirement planning. Tax planning, college savings, and estate planning, are all considered so that your financial plan evolves with you throughout your life.
Professional Experience & Qualifications:
Laura brings a unique perspective to WealthClarity, having transitioned from a long career in education to finance. Her professional background and qualifications include:
- FINRA Series 7 and 66 securities licenses (held through LPL Financial)
- 31 years as a high school mathematics teacher in the Colorado mountains
- Bachelor’s Degree in Mathematics, University of Northern Colorado
Specialties:
Laura prides herself in taking a complex topic and simplifying it, giving her clients more clarity in their finances. Her teaching background helps her provide an environment of safety and openness, so clients feel like any question is OK. As a past teacher, she also enjoys helping other public employees navigate the Colorado PERA system.
Fun Fact:
Laura enjoys time with family, cycling, and traveling. When traveling she enjoys unusual events, for example wadlopen, which is mud walking. It’s an activity where you tape your shoes on and walk the sea bottom to islands in Holland while the tide is low. It got a bit scary at the end when the tide was coming in and she had not yet reached the island!
