Laura joined Waverly Advisors as a Wealth Advisor following the merger with Clark Financial Advisors in the spring of 2022. She brings over 15 years of investment industry experience and a passion for comprehensive financial planning.
As a Certified Financial Planner™ professional, Laura takes pride in developing meaningful client relationships that allow her to create tailored financial plans and investment portfolios. She was drawn to the industry by the opportunity to take an active role in her clients’ financial futures and help them turn their goals into thoughtful, actionable plans.
Laura has a particular interest in helping clients navigate the care of aging loved ones, drawing from both her personal and professional experience. Working in a fee-only capacity is also important to her, as it allows clients to feel confident in her role as a fiduciary and trusted advisor.
Laura and her husband live in Mountain Brook with their two young children. She is an avid reader and often sets a goal of reading 100 books each year.
