,CFP®
As Regional Director based in the Atlanta office, Laura works closely with advisors and office leadership teams to help foster growth, strengthen client relationships, and support the delivery of an exceptional client experience. Her work includes collaboration with the Learning & Development and Human Resources Teams to provide resources and professional development opportunities to the Advisory Team.
Laura brings more than 20 years of robust professional experience spanning financial services, business ownership, and organizational leadership. She has served in a variety of roles within RIAs and family offices, across the Client Service, Investment, Finance, Advisory, and Operations Teams. Laura has owned and operated local business franchises, as well as served on the Board of the Smyrna Business Association. Laura’s most recent role was Director of Finance and Operations at PEPL, an HR consulting firm, where she focused on scaling and business growth.
Laura received her BBA in Risk Management & Insurance from Georgia State University and is a Certified Financial Planner professional. She completed the Charles Schwab Executive Leadership Program in 2020 and serves on the Executive Board as Treasurer of the Campbell Middle School Foundation.
Laura was born and raised in Georgia and currently lives with her family in the Atlanta Metropolitan Area. Her two daughters keep the family busy with their many school and athletic activities, particularly volleyball. Along with spending time with her family and friends, Laura is an avid live music enthusiast and makes every effort to attend at least one concert each month.
How do you feel you help to create impact for clients?
Although I am no longer working directly with clients, the impact Modera makes on clients extends to every team member. We collectively focus on their financial success so that clients may spend their time in the areas of their lives that are most important to them – their career, family, and hobbies – which ultimately are their highest payback activities.
What do you feel is a strength that you have?
I am someone who thrives on solving problems and making progress. I take ownership of my commitments, enjoy bringing order to challenging situations, and work hard to ensure people feel heard while keeping everyone moving toward a common goal.
How do you do good in your community?
Community involvement is very important to me, and I have spent much of my spare time giving back to my children’s public schools and sports organizations. Currently, I serve as Treasurer of the Board of the Campbell Middle School Foundation. My family also places a heavy emphasis on supporting local businesses and events.
Where did you grow up? Where do you live now?
I am one of those rare to find Metro Atlanta natives – I grew up in Powder Springs, GA (my parents still live in the same house) and I have moved around Atlanta over the years but my family and I are happy to call Smyrna, GA home. We love the young and vibrant community. I am a Georgia girl through and through!
CERTIFIED FINANCIAL PLANNER®
Georgia State University,
BBA, Risk Management & Insurance
Serves on the executive board as Treasurer for Campbell Middle School Foundation
