Laura plays a key role in ensuring our office runs efficiently and provides support for our financial advisor and clients. She manages a wide array of duties, including scheduling client meetings, ensuring client notes are maintained, coordinating our team’s marketing efforts, as well as all things office related, from HR to budgets to business plans.
Personable, energetic, and detail-oriented, Laura strives to ensure clients receive the best possible experience with CenterPoint Wealth Planning by making sure that all of the day to day activities of an office run efficiently. That way, our team can focus attention on providing a quality client experience.
Laura has been with our team since we started CenterPoint Wealth Planning. Prior to working in the financial industry, she was a stay-at-home mom, raising 5 children and many foster children. Most recently, she resumed her career as an elementary teacher for the last 9 years before joining Dan. She earned her bachelor’s degree in Speech Communications and Marketing, and then a second bachelor’s degree in Elementary Education from University of Nebraska-Lincoln.
In case you haven’t surmised, Laura is married to Dan. She too is originally from Nebraska and met Dan at UNL. Laura’s main interest is her family. She enjoys spending time with her adult children, and loves to plan Grammy Days for her 3 active little grandsons. Laura enjoys about any activity, loves discovering new restaurants, plays, shows and concerts, traveling, and just having fun!