Planning is bringing the future to the present so you can do something about it now.
Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.
A CERTIFIED FINANCIAL PLANNER™, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.
Laura’s holistic approach to financial planning, and her passion for teaching financial wellness, stems from her time as an adjunct professor at both Florida Southern College and Polk State College. Her strong desire to help people achieve financial security also led to a partnership with Hall Communications to create a popular radio talk show, Dollars and Sense, that has educated thousands of listeners weekly for more than 25 years.
An Ohio native, Laura is a longtime leader in the Lakeland community. She has served on the board at the Lakeland Chamber of Commerce, Good Shepherd Hospice, the Bethany Center, as well as the City of Lakeland Civil Service and Pension Boards. She is a Lakeland Leadership graduate and serves on the Alumni Board. Laura sits on the board of directors of Lakeland Regional Medical Center, the Givewell Community Foundation, the Florida Securities Dealers Association and is a member of the National Institute of Certified Financial Planners.
As rewarding as her professional life is, Laura’s greatest joy is in spending time with her husband, family and friends. Learning and travel have always fascinated Laura. The personal experience of unique cuisines and distinct cultures continues to be a great source of enjoyment. The time she and her husband have spent traveling both here and abroad has provided them with wonderful and irreplaceable memories.
Check the background of this investment professional on FINRA BrokerCheck