Mother of twins. Adopter of Animals. Meticulous and mindful. Always giving back and offering a guiding hand to her community, clients and colleagues.
Laura currently service individuals, families and businesses by providing objective, unbiased financial advice. She specializes in LGBTQ financial planning and corporate retirement plans.
Laura joined Strategic in 2004 to support the senior management team. With an interest in providing more direct client service, Laura transitioned to an Operations Specialist in 2007 to help service high net-worth individuals and not-for-profit organizations. In 2009, she joined Strategic’s Retirement Plan division advising business owners on techniques to strengthen their enterprise through improvements to their retirement program. This also opened the door for Laura to begin directly advising plan participants on their own unique situations. She was promoted to Director, overseeing the department in 2011. In 2015, Laura transitioned to a Financial Advisor on the Wealth Management team to serve individual clients and their families. When asked what motivates her as an Advisor, she replied, “Two words – helping others. Planning for retirement, a growing family, creating a legacy – whatever the goals may be, I simply want to help others realize and achieve their dreams.”
- MBA, SUNY Institute of Technology
- BA, Psychology, SUNY Institute of Technology
- Board Member, Urban Renewal Agency for City of Little Falls
- Board Member, Tourism Committee for City of Little Falls
- NICU Capital Campaign Committee (Regional Chair), Crouse Health Foundation
- Executive Leadership Team, March of Dimes CNY
- LiFT (Little Falls Theater)
- Think Local Little Falls
Areas of Specialty
Client Relationship Management
Financial & Estate Planning
Small Business Planning & Consulting
Beneath the Surface
Claim to Fame
She has been in love with hula hooping for over 30 years and can perform hoop tricks
Spending time with her family, performing in local theater, advocating for prematurity awareness, caring for her many pets and volunteering in her local community.
Mother of twin boys, Logan & Declan, who are miracles born 14 weeks preterm. Her husband Matthew is an English instructor at Herkimer College. You will often find Laura and her family enjoying and assisting with community events throughout CNY.
Let us make our future now, and let us make our dreams tomorrow’s reality.Malala Yousafzai