Laura has a diverse background in the Financial Services industry holding leadership roles in: Practice Management & Coaching, Sales, Client Experience and Operational Efficiencies.  Most recently she worked at Goldman Sachs coaching advisor firms to elevate their client experience by including behavioral finance into the conversation. 

 

In 2023 Laura launched her own business, WealthTech Matchmaker™. She sees an incredible need in the industry for advisors to leverage technology to create personalized advice at scale. Her professional superpower, turning ubiquitous technology into your secret sauce. She also partners with interesting FinTech firms positioned to change the way advisors connect with clients.