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Laura's Story

Laura started in the financial industry in 2010 after obtaining her bachelor’s degrees in finance and mathematics.  She spent 11 years assisting clients in the purchase and servicing of life insurance and during that time, she obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and Chartered Advisor in Philanthropy® (CAP®) designation. Laura began assisting advisors in investment management and wealth planning in 2020 and now supports the 360 Wealth Planners advisors with client service.

 

Having never lived outside of Texas, she enjoys taking annual trips to hike in the Colorado mountains with her husband, daughter, and twin boys.

Let’s discuss how we can help you achieve YOUR financial goals

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At 360 Wealth Planners, we understand that every financial journey is unique. Whether you’re looking to build wealth, plan for retirement, or navigate complex investment strategies, our team is here to provide personalized guidance tailored to your needs.

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