Laura’s duties, as office manager, include maintaining the office space, human resources, schedule coordination, and bookkeeping. In her client-facing role, she establishes our clients’ accounts and other account service-related requests such as money movement. She also supports the tax department by managing client tax documents and facilitating client tax return processing. Laura has a pulse on the day-to-day operations of Generations Wealth and is always happy to help our clients.
Laura has a Bachelor of Science in accountancy from Miami University. She started her career as an audit associate at a large public accounting firm but switched gears along the way to explore other interests. Prior to working at Generations Wealth, Laura stayed at home with her three children and ran her own part-time freelance photography business. Laura has returned to her accounting roots to offer value to the Generations Wealth team. She is also a certified notary public for the State of Ohio.
Laura lives in Loveland, Ohio with her husband Troy and their three children. She relishes spending time with family, exploring her creative side through photography and cooking, and staying connected to friends by participating in a women’s running group.