Laura is part of the client services group and brings over 15 years of financial services
experience to the firm. She began her career as a Paraplanner at Ameriprise Financial Services
in Wilbraham, MA, where she guided clients through the financial planning process and
supported their ongoing service needs.

Today, Laura works closely with both clients and advisors, making sure every detail is handled
smoothly and that clients always have a trusted point of contact. She enjoys building strong
relationships and helping clients feel confident and cared for throughout their financial journey.

Laura earned her Associate’s Degree in Business Administration from Holyoke Community
College and is a certified notary public. She also holds her Series 66 license.