Money Doesn’t Have to Be Complicated

Meet Laura


Laura has a degree from West Chester University and received her IRS Enrolled Agent designation in 2019.  She has several years of administrative experience and manages all front office communications, initial client contact, as well as maintains all client files and documents.  Laura enjoys building relationships with all of our clients and assisting with all of their financial needs, from monthly bookkeeping and Quickbooks assistance, to individual tax preparation and accounting.  She currently resides in Boyertown, PA with her husband, Justin, and two daughters, Claire and Ada.



Favorite food: 

Anything with Pasta

Favorite TV shows:

Game of Thrones & Ted Lasso

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.