Laura S. Toms, CFP
Senior Vice President - Investment Officer
Thoughtful Investment Planning
For over 29 years I have dedicated my career to delivering the personalized and thoughtful investment planning services that my clients deserve. During major shifts in the markets, when my clients may be feeling unsure or unsettled I am available, responsive and empathetic to my client's needs and concerns. After all, I'm an investor too! I know what it feels like to be concerned about volatility.
Since 1996
In 1996, I began my career as a Financial Advisor with AG.Edwards (a predecessor firm of Wells Fargo Advisors) in Naperville. In 2001, I earned the CERTIFIED FINANCIAL PLANNER® certification. Maintaining the certification requires annual continuing education credits.
Personalized Planning
I believe that many people spend more time planning for a vacation than they spend planning for their financial future! To plan a vacation, we need to know which direction and when to go, what to bring and how to get there. Most importantly, we need to know what it will cost. My objective is to help you plan for what could be the longest vacation of your life by using tools such as our Envision® Process to identify your specific financial goals, address your individual concerns, and develop personalized strategies while focusing on your specific needs.
A Little About Me
I have always lived in Chicago's western suburbs and I've been married to my high school sweetheart for over 40 years. Our family includes 3 grown children, their spouses, and 4 grandchildren who all live nearby in the Chicagoland area. When I'm not helping clients, I'm outside hiking, cycling, or playing tennis. We also enjoy adventure travel which has taken us up mountains and across oceans. We enjoy exploring modern cities as well as ancient ruins.
Mission Statement
My mission is to continue to help each of my clients live the one life they have, the best way they can, without taking undue risk. I look forward to many more years of dedicated service to my clients.
For over 29 years I have dedicated my career to delivering the personalized and thoughtful investment planning services that my clients deserve. During major shifts in the markets, when my clients may be feeling unsure or unsettled I am available, responsive and empathetic to my client's needs and concerns. After all, I'm an investor too! I know what it feels like to be concerned about volatility.
Since 1996
In 1996, I began my career as a Financial Advisor with AG.Edwards (a predecessor firm of Wells Fargo Advisors) in Naperville. In 2001, I earned the CERTIFIED FINANCIAL PLANNER® certification. Maintaining the certification requires annual continuing education credits.
Personalized Planning
I believe that many people spend more time planning for a vacation than they spend planning for their financial future! To plan a vacation, we need to know which direction and when to go, what to bring and how to get there. Most importantly, we need to know what it will cost. My objective is to help you plan for what could be the longest vacation of your life by using tools such as our Envision® Process to identify your specific financial goals, address your individual concerns, and develop personalized strategies while focusing on your specific needs.
A Little About Me
I have always lived in Chicago's western suburbs and I've been married to my high school sweetheart for over 40 years. Our family includes 3 grown children, their spouses, and 4 grandchildren who all live nearby in the Chicagoland area. When I'm not helping clients, I'm outside hiking, cycling, or playing tennis. We also enjoy adventure travel which has taken us up mountains and across oceans. We enjoy exploring modern cities as well as ancient ruins.
Mission Statement
My mission is to continue to help each of my clients live the one life they have, the best way they can, without taking undue risk. I look forward to many more years of dedicated service to my clients.