As a Paraplanner, Laura works together with our Wealth Advisors to analyze, develop and present financial plans and recommendations for our clients. In addition, Laura works with clients to research and answer their financial planning questions, monitor their plan and implement impactful life changes.
Laura recently completed the Certificate of Financial Planning Program at Boston University and passed the CFP exam in July 2017. Before pursuing a career in financial planning, she worked at the Museum of Science for more than decade, at first as a Grant Accountant and then as a Finance and Operations Manager. Prior to that, Laura worked for over four years with State Street Corporation as a Senior Portfolio Administrator and Corporate Action Specialist in the mutual fund division.
Laura earned her MBA in Finance from Bentley University in 2003 and holds a Bachelor of Science degree in Geography from Salem State University. She lives in Somerville with her husband and enjoys spending time outdoors hiking in the White Mountains, cross-country skiing and kayaking in her hometown of Rockport.