Financial Education Advisor
Laura is a Certified Personal Finance Counselor (CPFC®),
providing one-on-one investment consultations to retirement plan participants. She earned a BA in Journalism from UW-Milwaukee and holds the Investment Adviser Representative license (Series 65). Laura started her career in 1987 with Merrill Lynch, she subsequently spent 15 years with Strong Capital Management, Inc. providing services for their compliance, sales, and marketing groups.
*CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.