Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Laura capitalizes on her eight years as an Intelligence Officer working with top USAF executives and stakeholders, such as US Ambassadors, to forge a financial strategy with her clients, not just for them. She collaborates on their goals and insights in order to create a goal framework that both of them are motivated to achieve. Furthermore, Laura has a special emphasis on Impact Investing which, when appropriate, helps enable her clients to align their investments with both their financial as well as their environmental and social goals. She works with these clients to design and implement investment strategies that generate social and environmental impact alongside financial return. In conjunction with retirement planning strategies and the banking advantages of Bank of America, clients are able to invest in a way that is consistent with the causes and issues most important to them.
Originally from Minnesota, Laura graduated from the US Air Force Academy in 2011 with a BS in Political Science and earned a MA in Intelligence Studies from American Military University in 2016. She decided to make Alaska her home and enjoys fishing, hiking, softball, and all the other outdoor activities Alaska provides. She is currently on the Board of Directors for the Alaska World Affairs Council and serves as an Ambassador for the Anchorage Chamber of Commerce.
American Military University
United States Air Force Academy
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.