Laura is a relationship manager at West Financial Services. Her focus is helping clients, especially families, business owners and women in transition, organize, build, transfer, and protect their wealth. Previously, she was a financial advisor at a well-known nationwide brokerage, where she developed personalized financial plans, designed balanced investment strategies, and provided financial education. With her broad background and purpose-driven approach to wealth management, she is passionate about helping her clients maximize their assets and financial well-being.
Laura is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her BA and MBA degrees from George Washington University. She has a Certificate in Organizational Development from Georgetown University. She is the Chair of the Board of Directors of the Greater Rockville Chamber of Commerce.
Laura is originally from Bucks County, PA and currently resides in Rockville, Maryland. As a mother of three children, she knows first-hand how to balance competing financial priorities. Laura volunteers at the Jewish Council of Aging Career Gateway program. In her free time, she enjoys going to Orangetheory and recently started playing pickleball.
Professional Affiliations/Memberships
Member of the Financial Planning Association and Washington Association of Money Managers.
