4 weeks ago
Income Tax Planning and 529 Plans
The income tax benefits offered by 529 plans make these...
Financial Advisor,
Relationship Manager
Laura joined CAPTRUST in 2022 from Frontier Wealth Management and has been in the industry for more than 15 years. Drawing on her personal experience, she helps clients establish their goals and realize them through thoughtful planning and investing.
Laura is especially interested in women’s wealth management and has the fortunate position of helping women approach their financial life with knowledge and confidence. She has worked with many divorced and widowed women to help them navigate their financial situation.
Laura believes in giving back and has served in various board and volunteer positions, including at the Nelson-Atkins Museum of Art, Kansas City Zoo, and Menorah Legacy Foundation. Laura holds a Bachelor of Arts degree in communications from Tulane University.
Outside of work, Laura loves to play bridge, travel, and spend time with her granddaughter, Lilly.
4 weeks ago
The income tax benefits offered by 529 plans make these...
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