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Laura S. Barry, CFP®

Director & Principal, Wealth Advisory

414.509.1318 | laura.barry@belr.com

Laura joined Bronfman Rothschild, in 2004 with more than fifteen years of experience in the financial services industry. She specializes in helping clients articulate their financial values, beliefs, and goals in actionable financial plans. Recognized by peers and clients as exceptionally client service oriented, Laura partners with her clients to align their resources and create strategies in support of their objectives.

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.