As a Financial Services Coordinator, Laura plays an integral part by assisting the advisors as they design financial plans for clients. Laura also acts as a liaison for clients working with both Core+ Financial and Core+ Tax to ensure a consistent and easy client experience. Laura most enjoys interacting with the clients and building relationships across both sides of the office.
Becoming a part of the Core+ organization in early 2020, Laura brings a background that spanned many areas of accounting and education. From public accounting to oil and gas accounting to business ownership, she has worked in a variety of environments building relationships and providing excellent customer service. Financial planning began as an interest in managing her own investments and has expanded to helping others through educating peers and students in financial principles in small groups and classrooms for high school students. Laura is excited to join Core+ Financial to help others in planning their financial futures.
Laura is a lifelong student who enjoys researching and learning. Her college education was completed in 1992 at Baylor University with a Bachelor of Business Administration degree in Accounting. She passed the CPA exam on her first attempt and has maintained her license with many hours of CPE for twenty-six years.
Laura enjoys travel, especially to mountainous destinations. Her adventures have spanned forty-six of the states with plans to complete all states within the next four years. Her spare time is spent enjoying time with family and watching college sports.
*Core+ is not a CPA Firm
* Core+ Tax is not affiliated with Raymond James