Director of Tax & Financial Planning, CPA, PFS™, CFP®
Laura is the Director of Tax and Financial Planning at White Oaks and has been with the company since October 2015. Her career started in Deloitte’s Private Wealth practice in Minneapolis, where she focused on tax compliance and consulting engagements for high net worth individuals and families.
Laura holds a Bachelor of Science in Business degree with a Major in Accounting and a Master of Accountancy degree, both from the University of Minnesota. She received her CPA certification in 2011, her CERTIFIED FINANCIAL PLANNER™ certification in 2016 and her Personal Financial Specialist™ certification in 2019. Laura is also a member of NAPFA, a fee-only fiduciary professional association with the most rigorous continuing education requirements in the industry.
She was named as a Five Star Wealth Management Professional in 2020 and has appeared in TV and radio segments on Kare 11 and WCCO. She has been quoted on CNBC.com, Acorns, InvestmentNews, Financial Advisor and ThinkAdvisor. With the Minnesota Society of CPAs, Laura serves as a spokesperson in the local media and also as a member of the conformity taskforce to offer guidance related to the differences between federal and Minnesota tax legislation.
Laura joined the board of East Side Neighborhood Services in 2020 and serves as the board’s Treasurer as well as a member of the Finance and Capital Asset Management committees.
Laura grew up in Chanhassen, Minnesota, and currently lives in St. Louis Park with her husband, Dan, and yellow lab, Gus. When she’s not serving clients, Laura enjoys supporting Gopher athletics, discovering new breweries, and traveling with friends and family.
*Please note that any awards noted above may not be reflective of any one client’s experience and may not be indicative of future performance. You may review the award criteria and methodology here.
“As a financial planner, I provide our clients with the tools and education to make informed decisions on the path towards reaching their life goals. I partner with our clients to build confidence, trust and respect to develop long-term, meaningful relationships.”