Client Service Associate | Paraplanner
Laura joined the BentOak Capital team in January 2022 as an intern and then became a full-time employee in June 2023 in the Ft Worth office. She graduated Summa Cum Laude from Texas Tech with a Bachelor of Science in Personal Financial Planning.
As a Client Service Associate (CSA) & Paraplanner, Laura has two distinct roles within our firm. As a CSA, she helps BentOak clients with administrative needs such as account paperwork, transfers, etc. In her role as a paraplanner, Laura sits in on client meetings and takes notes, helps prepare for meetings, handles meeting follow up, and provides general support to our financial planners. Laura chose to pursue a financial planning career because she enjoys helping people use their financial resources to achieve their goals and dreams in life.
When Laura is not in the office, she enjoys spending time with her family. She loves to play golf, spend time at her family’s ranch, and go hunting.