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 firm. 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.
Laura is originally from Bucks County, Pennsylvania, and currently resides in Bethesda, Maryland. As a mother of three adult children and with aging parents, 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 plays pickleball and recently took up golf.
Professional Affiliations/Memberships
Member of the Financial Planning Association, Estate Planning Council of Montgomery County, Business Women’s Giving Circle at the Community Foundation for Northern Virginia, and ProVisors, for which she is the group leader of the DC metro Women’s Affinity Group.
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