Laura has been an invaluable member of the Family Wealth Management LLC team since 2010. Her role as the lead coordinator for onboarding and implementing financial plans, as well as servicing existing plans, has been instrumental in the success of the firm. Laura's dedication and expertise ensure that our clients receive the highest level of service and support.
In addition to managing the day-to-day operations of the office, Laura closely monitors workflow and processes to ensure optimal efficiency and client satisfaction. She is the go-to person for all aspects of the firm's seamless operation, serving as the direct liaison between clients and advisors. From start to finish, Laura is responsible for overseeing every facet of the financial plan, ensuring that clients feel at home and have the peace of mind they seek.
Laura earned her Bachelor of Communications degree with a Minor in Sociology from Pennsylvania State University, reflecting her commitment to effective communication and understanding human behavior. In 2012, she also obtained her Certified Paraplanner designation from The American College, further enhancing her knowledge and expertise in the field. Laura holds licenses in Life and Health insurance, and her securities registrations include Series 6 and 63. She is currently pursuing her Series 65 registration, demonstrating her dedication to expanding her professional qualifications.
Laura resides in South Jersey with her husband Jonathan and their three children. Her passion for providing exceptional service and ensuring clients' peace of mind has made her an integral part of the Family Wealth Management LLC team.
How she ended up at Family Wealth Management…
After graduating from Penn State, the last place she thought she would be was working for her father (despite telling people she would when she was a little girl.) After one year of being in the industry as an independent insurance agent, she saw the value Marty and his firm provide to their clients and wanted to be a part of it.
Physical fitness, traveling, going to the beach, spending time with her family and friends, and Philadelphia sports teams.
Sometimes the last name throws people off but eventually people figure out that she is Marty’s daughter. Laura received a Division I scholarship for lacrosse from Pennsylvania State University. Her husband also has a background in athletics and is a former Tight End who played 4 seasons in the National Football League (NFL).