Client Advisory

Biography

Laura is an Associate in the Louisville office. She is a member of the Wealth Management team, providing clients with administrative support and assisting in opening investment accounts. She specializes in developing client relationships as well as preparing and processing requests for advisors to prepare forms and reports for client meetings.

Prior to joining Cerity Partners, she was a Project Coordinator where she managed clients from the initial onboarding phase to the delivery of services. She interfaced with multiple learning management applications such as Kajabi and utilized multiple project management applications to enhance productivity.

Education

  • B.A in Advertising from Western Kentucky University

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