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Specialties
As a professional Fiduciary, Laura offers a number of services helpful to those who can not or choose not to manage their own financial or personal affairs. Services include acting as a personally appointed or court appointed trustee, agent under durable power of attorney, conservator, personal financial assistant and help with investment management.
History
Established in 2013.
Laura worked in the Financial Services industry since 1999 and has managed rental real estate since 1997. She started acting as a Professional Fiduciary in 2013 after seeing a growing need in her client base for assistance with financial and healthcare related matters. Some clients could no longer manage their own affairs. Others choose not to so they may have more time for travel, family or business. Laura has a passion and skill for analyzing, organizing and streamlining to help clients to keep costs low and manage their lives efficiently so they spend their time doing what they most enjoy.
Meet the Business Owner
Laura B.
Business Owner
–California Licensed Professional Fiduciary
–B.A. in Business Administration with Finance Concentration — Towson University
–14 years of Financial Services Industry Experience
–16 years of Residential Real Estate Rental Management
— Volunteer with Labradors and Friends animal Rescue since 2009