Laura King

Executive Assistant & Office Manager

I am committed to providing quality client service and support to assist in servicing your financial situation. I supervise all administration, accounting and reporting functions.

As a tax preparation specialist, I offer this service to compliment tax strategies developed in a Financial Plan. In addition, I assist in the design and preparation of Marketing Plans and Campaigns to ensure we are keeping our clients well informed and educated on current financial issues.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.