Financial planning tailored to your goals

• AR
• AZ
• CA
• CO
• DC
• FL
• GA
• ID
• IL
• IN
• KS
• LA
• MA
• ME
• MN
• MO
• NC
• NE
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• TX
• UT
• WA
• WY

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®
• Certified Divorce Financial Analyst

• AR
• AZ
• CA
• CO
• DC
• FL
• GA
• ID
• MD
• ME
• MI
• MO
• NC
• NJ
• NV
• NY
• OH
• OR
• TX
• VA
• WY

As a CERTIFIED FINANCIAL PLANNER TM, I help individuals, families, and business owners plan and invest with purpose by:

-Facilitating in-depth financial discovery meetings to establish short and long-term goals

-Tailoring personalized financial plans and investment strategies

-Providing education about risk, opportunity, and cost effectiveness for various investing tools

-Providing thorough implementation, vigilance and regular communication 

For individuals, I help with:

-Life changing events like family deaths or divorce

-Advanced cash flow analysis for estate planning and inheritance

-Philanthropic and charitable giving

For families, I help with:

-Next generation financial education

-Discussions around long held assets, estate planning efficiencies, and charitable gifting

-Transition of privately held business interests

-Establishing what is most important to a family and drafting a “legacy” statement

For business owners, I help with:

-Maximizing qualified savings accounts

-Determining the most desirable exit strategy

About me – I’m an avid angler, runner, hiker, and golfer.  Additionally, I’m very passionate about volunteering with my local Kiwanis Club.  I also love traveling, and going on adventures with my Australian Shepherd - Hank. 

 CA Insurance 0M51352

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Colorado Boulder, Biochemistry major with minors in business and chemistry

• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor

Lara has been with UBS since 2021 and strives to make clients feel welcome, comfortable and heard. As a Client Service Associate, she is responsible for client account administration, delegating daily workflow, and client relationship management. Lara has a Bachelor of Arts degree in Communications from Northern Illinois University. She lives in Sedalia, Colorado and in her free time she enjoys spending time with her family, cooking, listening to live music, and enjoying the outdoors.