Laura joined Intelligent Investment Management, LLP in January of 2016 as Firm Administrator. Laura has built a financial services career that spans some 25 years, with a focus on operations and client service. She is responsible for client service , financial planning support, as well as firm administration.
In 2011 Laura became a Financial Para-planner Qualified Professional™ (FPQPSM). Individuals who hold the FPQP™ designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Laura has received a bachelor’s degree in business administration, from the University of Wisconsin-Eau Claire in 1981, with a major in marketing and computer science. She was also the founder and president of the American Marketing Association, University of Wisconsin, Eau Claire Chapter (1980).