We are proud to introduce you to our newest member of Nold Bryant!
Meet Wealth Planner, Laura Holthaus, MSFP, CFP®, RICP®. A St. Joseph native, she is happy to be serving local clients in the community again. With 13 years of collective advisory experience, Laura especially enjoys investment management and partnering with individuals, families, and business owners to help ensure that your plans are in alignment with your personal vision of success.
Laura began her career at Family Investment Center in St. Joseph, Missouri in 2008, and served there as investment advisor and chief compliance officer until 2019. From 2019 to 2021 she worked for Mosaic Life Care Foundation. Most recently, Laura served as portfolio manager for Charleston Financial Advisors, a registered investment advisor in Charleston, South Carolina.
Laura graduated from Missouri Western State University with bachelor’s degrees in business administration and economics. In 2014, she obtained a master’s degree in personal financial planning from the University of Missouri – Columbia. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®).
We are thrilled to have Laura join our team and we are confident she will thrive in her new position.
Laura can be reached at:
Phone: (816) 648-6700 | Email: [email protected]
Thank you as always for the trust you place in us daily. We appreciate being a part of your financial journey and look forward to our next meeting.
Sincerely,
Austin, Christian, Jake, Kelly, and Hillary
