4 weeks ago
Retirement Plan Menu Design
Thoughtful investment menus can increase participation and a have a...
Financial Advisor
Laura joined CAPTRUST in 2021 and serves as a wealth management financial advisor. She is responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives.
Prior to CAPTRUST, she served as a financial advisor with Abacus Wealth Partners. Laura has been in the industry since 2013 and holds the prestigious CFP® certification.
4 weeks ago
Thoughtful investment menus can increase participation and a have a...
4 weeks ago
For nonprofit leaders and investment committee members, understanding fiduciary responsibilities...
4 weeks ago
If you haven’t made a plan for what will happen...
1 month ago
Despite dramatic headlines this quarter, markets have delivered modest results....