Laura Martin, AIF®, WMS℠, serves as Vice President of Operations, leading the firm’s operational infrastructure and helping ensure the systems, processes, and controls behind the client experience continue to scale effectively. Her professional designations reflect her background in fiduciary responsibility and wealth management services.

Laura brings a strategic and disciplined approach to operations. With expanded responsibility for operational priorities, performance standards, and scalable processes, she helps strengthen the foundation that supports the firm’s growth and the client experience.