Experience

Laura is a director in Citrin Cooperman's Business Management and Family Office Practice with over 20 years of experience offering guidance and working for multiple top 100 advisory firms.

In 2005, Laura was one of the 1st out of 20 employees hired to work at a newly founded breakaway RIA firm. The firm grew from $600 million in AUM to $9 billion in AUM over the 16 years she was there. During her tenure, Laura helped lead the firm's women and wealth program and was invited to present at community events and women's groups. Laura has experience working with executives, business owners and retirees. She was a regular contributor to the firm's monthly publication and has written many articles on planning topics. In her most recent role, Laura was the market leader in Chicago, IL, leading a team to build out services like tax and estate planning as well as improve practice management and growth.

Both of Laura's parents and all three of her siblings are educators. Although it may seem Laura took a very different path, educating clients is a huge part of her practice.