Laura leads our Client Support team and is a fully licensed professional in both investments and insurance. She combines her expertise with a genuine passion for helping others. Her top priority is proactive client relationship management. Laura dedicates most of her time to engaging with clients through relationship calls, welcome calls, and discussions about wealth portal management. Her goal is to maintain a current understanding of our clients’ lives, enabling us to identify any changes needed in their wealth strategies. She also addresses any client financial concerns and priorities during these proactive communications.

Before joining BWM, Laura spent over 20 years in the financial industry, including 18 years at Fidelity Investments, where she specialized in Employer-Sponsored Retirement Plans. She attended West Virginia University and is a Finance major.

In her free time, Laura enjoys outdoor activities such as kayaking, attending concerts, and creating memories with family and friends. She believes in embracing life’s adventures—both in finance and beyond!