Laura R. Knolle, CFP®, MS

• Laura has experience working with seniors, especially with widows/widowers. Bringing all professionals to the table, Laura is collaborative in her approach with outside tax professionals, attorneys, and insurance agents, striving for clients to have a team working in concert for their best interests. She works to develop trust, and prides herself in being honest and responsible so you can have a dependable member on your team.

• Laura is passionate about client education. She believes deeply that knowledge is true power and thus spends a great deal of time educating clients about their situation and their choices, to help them build confidence to make difficult financial decisions. Laura has been in the financial services industry since 2002.

• Laura graduated with honors from Michigan State University with a B.A. in Finance, and from Golden Gate University with an M.S. in Financial Planning and Taxation, with a concentration in Estate Planning. She holds the CERTIFIED FINANCIAL PLANNER™ designation.

• Laura spends most of her time outside of work with her two boys, Jonathan and Jordan. She has a passion for fitness, nutrition, and travel. She also enjoys hiking with her husband John and their two dogs, Coconut and Papaya. Her love of travel extends well beyond that of a two-week vacation, as Laura has had the opportunity to live and work abroad in London, England and Sydney, Australia.

Laura recently hosted an estate organizing basics webinar, which you can view here: