Laura is an Investment Advisory Representative who collaborates closely with Ivana on tax and financial planning matters, providing clients with comprehensive, tailored financial guidance. She has been working alongside Ivana for over 12 years and is working towards her CFP designation. Laura has a particular passion for working with young couples and families, helping them build strong financial foundations, plan for major life milestones, and achieve long-term financial security.
Laura holds a Master of Business Administration in Financial Management from Drexel University, an Executive Certificate in Financial Planning from Duquesne University, and a Bachelor’s degree in Marketing from Duquesne University. Her combination of advanced education and practical experience enables her to develop thoughtful, strategic financial plans that integrate investment strategies with tax planning considerations.
Outside of work, Laura enjoys spending quality time with her husband, Matt and their three children. She is an active volunteer at St. Louise De Marillac School and is passionate about supporting the parish and its Catholic education. Laura’s dedication to family—both her own and those of her clients—guides her approach to financial planning, ensuring strategies are grounded in the unique goals and values of each family she serves.