Laura S. Barry, CFP®

Laura S. Barry, CFP®
Director, Wealth Management
414.509.1318

Specific experience

  • Wealth Management Advisor at Baker Tilly Virchow Krause, LLP
  • Financial Analyst/Risk Manager at Allstate Insurance

Industry involvement

  • CFP® professional
  • Money Coach, Make A Difference WI
  • Board of Directors/Member Executive Finance and Investment Committee, Wisconsin United Methodist Foundation
  • Former Chapter President, Financial Planning Association

Education

Illinois State University

BS, Finance

 

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.