A forward-thinking and transformative leader, Laura’s experience and expertise help propel our advisors towards their goals.
Laura has always excelled in her field. At the University of Wisconsin–Eau Claire, where she earned her Bachelor in Business Administration in management information systems, she graduated cum laude. She immediately started her career in the financial planning field, joining Northwestern Mutual as an intern, then going full-time with them as a Senior Systems Analyst. She was also a Management Consulting Manager in Financial Services for Ernst & Young, before rejoining Northwestern Mutual. At that point, she served as a director or distribution strategy with them for more than a decade and a half.
Laura joins our team with a variety of certifications. For example, she’s a recognized ASQ Six Sigma Black Belt and SAFe®4 Agilist. She holds certification from the Fellow Life Management Institute™(FLMI®) and Prosci Change Management Certification. Laura has extensive and varied experience that makes her an invaluable asset for our team and our advisors. In fact, her most recent role before joining us — as an independent strategy management consultant — only further solidified her expertise, as she helped wealth management advisors with succession planning, valuing their practices, and buying and selling.
Here at FP Transitions, Laura brings more than an impressive resume to the table. She’s also a forward thinker who’s committed to introducing the most innovative business and technology products. Through her dedication to continuous improvement and ongoing learning, she helps our advisors and our team grow to produce impressive results. In fact, as our Strategic Advisor, Laura specializes in three areas: strategic business planning (as you would probably expect from her title), growth and development, and business, process, and culture transformation. She helps our advisors move toward their most idealized goals.
When she’s not working hard to drive progress, you can find Laura and her husband, Don, enjoying their life in Yorkville, Wisconsin. They might be cooking a healthy dinner, camping, working out, or working in the yard.