As a second-generation investment professional, Laurel was mentored by her father at a very young age learning not only about the management of money, but also the psychology of money. Since beginning her career in 2005, Laurel has been driven by her family approach and commitment to her clients. Choosing to focus on more than just her client's investment portfolio, Laurel takes a comprehensive approach to the personal finances of her clients and works in partnership with the rest of our firm to help clients work to achieve their goals.
Laurel is a graduate of the University of Dayton and has been a lifelong Ohio resident. Laurel and her husband, Brian, have been blessed with four children: Alison, Reagan, John and Taryn.