“Laura is a thoughtful leader who takes her volunteer commitments seriously. She is also a serious, comprehensive financial professional who makes financial planning clients the center of her professional decisions. She is always willing to share her experience and expertise with her peers.”
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Kelly Ruh and I enjoyed a great ride cruising the Milwaukee River and Lake Michigan. Milwaukee truly is a beautiful place, and the lake is one of…
Kelly Ruh and I enjoyed a great ride cruising the Milwaukee River and Lake Michigan. Milwaukee truly is a beautiful place, and the lake is one of…
Liked by Laura Barry, CFP®, CeFT®
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So proud of my colleague Stephanie Forrester, CFP®, AIF®, ChSNC® !! Wonderful insights for individuals and families dealing with disabilities. Check…
So proud of my colleague Stephanie Forrester, CFP®, AIF®, ChSNC® !! Wonderful insights for individuals and families dealing with disabilities. Check…
Shared by Laura Barry, CFP®, CeFT®
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In my day, we marketed while walking in the snow, uphill, both ways, barefoot. 😉 I couldn’t be more excited about how far we’ve come as an industry!…
In my day, we marketed while walking in the snow, uphill, both ways, barefoot. 😉 I couldn’t be more excited about how far we’ve come as an industry!…
Liked by Laura Barry, CFP®, CeFT®
Experience & Education
Licenses & Certifications
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Philanthropic Solutions in Financial Planning
American Heart Association and Financial Planning Association
Issued -
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Courses
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Investment Management, Insurance, Tax, Estate Planning, Retirement Planning
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Money Quotient - Combining IQ and EQ to help clients engage more fully in their life
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Unlearning Racism - tools for change
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Projects
Recommendations received
1 person has recommended Laura
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One of the many things that initially drew me to Wealthspire Advisors was the opportunity to build a #trustcompany that meets the needs of current…
One of the many things that initially drew me to Wealthspire Advisors was the opportunity to build a #trustcompany that meets the needs of current…
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A year ago, we expanded our Atlantic region by welcoming J. Saunders Wiggins, CFP(R), AIF and the talented Richmond team to Wealthspire…
A year ago, we expanded our Atlantic region by welcoming J. Saunders Wiggins, CFP(R), AIF and the talented Richmond team to Wealthspire…
Liked by Laura Barry, CFP®, CeFT®
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🌟 Thank You to Everyone Who Joined Us for Free CE Day! 🌟 We are incredibly grateful for the amazing turnout and participation in our Free CE Day…
🌟 Thank You to Everyone Who Joined Us for Free CE Day! 🌟 We are incredibly grateful for the amazing turnout and participation in our Free CE Day…
Liked by Laura Barry, CFP®, CeFT®
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