Senior Wealth Strategist
Laura Greenbaum has been working in the wealth management business for more than 15 years after enduring a personal loss that led her to take interest in investing and individual financial security.
She has been a firm believer in long-term investing and the benefit of partnering with professionals who act purely in the service of their clients. Drawing on her personal experience, she helps clients establish their goals, then realize them through thoughtful planning and investing.
Laura is especially interested in women’s wealth management and has the fortunate position of helping women approach their financial lives with knowledge and confidence. She has worked with many divorced and widowed women to help them navigate their financial situations.
Laura believes in giving back and has served in various board and volunteer positions, including at the Nelson-Atkins Museum of Art, Kansas City Zoo and the Menorah Legacy Foundation. Laura earned a B.A. in Communications from Tulane University in 1982 and holds the Series 65 Uniform Investment Advisory License.