Laurel has more than 20 years of experience in the financial service industry. She specializes in building comprehensive financial plans, delivering strategic investment advice, and offering exceptional client service. Laurel focuses on working with busy executives, small business owners, and women in transition.
Laurel holds a degree in Economics from the University of California – Santa Barbara, is a CERTIFIED FINANCIAL PLANNER™, and maintains her CPA license (inactive status). An Orange County resident and native, Laurel can be found outside the office enjoying golf, travel, and spending time with her friends and family.