Executive Management Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
With over 35 years of experience, Laura works closely with clients to navigate the complexities of trust and estate planning, with a background in financial planning, retirement, tax, and fiduciary investing.
Laura serves as Senior Trust Officer out of our New
York office. She works closely with clients, their families, and advisors to
help them navigate the complexities of trust and estate matters. Laura enjoys the
challenge of developing creative solutions tailored to clients' unique needs and
goals.
With over 35 years of experience at large
financial bank and trust institutions, Laura's background spans numerous facets of wealth management, including financial
planning, trust and estate services, retirement, and investment management. She brings extensive knowledge to the team, including trust and estate law,
tax, fiduciary investing, regulation, compliance, and estate planning.
Our team of dedicated professionals are here to support you.
