As a Senior Financial Planner, Laura works closely with the advisory and financial planning teams by assessing clients’ current financial situations and assisting in the development of a strong financial plan, rebalancing accounts, and reallocating assets to help meet the client’s overall financial goals.
Laura is very detail-oriented and enjoys engaging clients through conversation to better understand their unique situation. This enables her to provide a completely customized financial plan to every client incorporating all of their tax, insurance, and estate planning needs.
Laura is a graduate of the University of Washington, where she earned her BBA in finance and economics. She has been a financial consultant since 1992 and joined Addessi Financial Partners in 2010.
Laura is a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Investment Fiduciary®, and holds FINRA Series 7, 63, and 65 securities registrations. She is also licensed to offer health, life, and variable insurance contracts, including long-term care and disability policies. She is a Registered Representative with Commonwealth Financial Network®. Laura is also a lifetime member of Phi Beta Kappa Society.
Laura enjoys spending time with her family, hiking, skiing, and art.