Laura Barry, CFP®, CeFT®

Managing Director

Laura joined the firm in 2004 as an experienced advisor and specializes working with people in life transitions. She focuses on helping clients articulate their financial values and beliefs and in understanding their concerns and motivations. With that base, Laura partners with her clients to manage risks and create strategies, aligning their values and resources with their unique vision of a fulfilling life.

Throughout her career, she has been actively involved in supporting her community and her profession through many leadership and board positions, as well as in continually developing her own expertise. She holds a special passion for supporting financial literacy in people of all ages and enjoys speaking to groups on related topics.

Previous Experience

  • Director & Principal at Bronfman Rothschild
  • Wealth Management Advisor at Baker Tilly Virchow Krause, LLP
  • Financial Analyst & Risk Manager at Allstate Insurance

Education & Credentials

  • BS, Illinois State University, Finance
  • Certified Financial Planner (CFP®)
  • Certification for Long-Term Care (CLTC®)
  • Certified Financial Transitionist (CeFT®)
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.