PCA, Operations Specialist
With 20+ years in the financial services industry at several firms including Oppenheimer, Smith Barney, Fidelity, and Lincoln Financial, Laura is the engine that makes all the financial planning come to life through her detailed execution. As the Operations Manager at IWP PCA, she services all client accounts including set-up and transfers of accounts, distributions, contributions, investment forms, and assisting with any back-office questions and issues needing resolution.
Originally from New York and happily in Denver for the last 15 years, when not at her desk, you can likely find Laura with her horses or doing home improvement projects.