Laura is a Director in our Private Client Services area of Wealth Management. As a Private Client Advisor, she aids a hight net worth client base to meet their overall wealth management objectives, while navigating various life stages including wealth accumulation, preservation and transfer. Historically, she has focused primarily on their investment management needs, but works to bring in a variety of team members to meet various services including deposit, trust, lending and overall financial planning.
Laura also manages our Client Service Managers, who serve as daily guides for clients to access Wealth Management resources and solutions. In that role she leads a team of dynamic individuals who are accountable for account administration and developing their relationship management skills through ongoing training and communication strategies.
Laura serves on the Relationship Managers Summit and Customer Onboarding committees. Laura joined First National Bank in 2002 as a management trainee before joining the Wealth Management group in 2003, where she has had a variety of roles in marketing, business development, project management and client services.
She earned her Bachelor of Science in Business Administration with an Emphasis in Finance and Minors in Political Science and Psychology from the University of Nebraska at Lincoln. She continued on to earn her Master in Business Administration from the University of Nebraska at Omaha.
Laura is a Certified Wealth Strategist® Designee through Cannon Financial Institute and holds Life, Health and Annuities Insurance Licenses, Series 7 and 66 Securities licenses. She maintains an active membership with the American Heart Association, Lutheran Family Services Guild, and Leadership Omaha.
Laura enjoys spending time with her family and friends, and especially cherishes her weekly grocery shopping trips with her daughter. She also likes to golf, read, and an occasional ping pong game. Laura is passionate about her community and volunteers with the American Heart Association and Nebraska Children’s Home.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.