Laura is a Senior Consultant and Director of Investment Consulting with OneDigital’s Retirement and Wealth division. She joined predecessor firm, SHA Retirement Group, in 2015 which merged with OneDigital in 2020. Laura is responsible for working with 401(k) and 403(b) retirement plan clients in the areas of investment manager due diligence, investment menu design, investment policy and fee benchmarking. She also leads our client service and investment process for OneDigital’s team of consultants, advisors and analysts throughout Michigan.
Laura has more than 24 years’ experience in the institutional investment consulting industry. Laura first entered the industry in 2001 with Smith Barney as a Consulting Group Analyst. She then worked as an Associate Consultant with Callan Associates, Inc. in Chicago working with large market defined contribution and defined benefit plans in all aspects of investment policy, asset allocation, plan design, investment manager search and selection and performance measurement. Laura joined the Southfield, MI office of Plante Moran Financial Advisors in 2007 as the Senior Analyst responsible for the firm’s investment manager due diligence efforts for all Domestic Equity and International Equity strategies. In 2011, Laura joined PMFA’s Retirement Plan Consulting team as a Senior Consultant serving retirement plan clients with all aspects of their defined contribution and defined benefit plans.
Laura received her Bachelor of Science in Business Administration and Finance from Xavier University in Cincinnati, Ohio. She earned the Certified Investment Management Analyst (CIMA®) designation from Investments and Wealth Institute (formerly IMCA) and the Certified Plan Fiduciary Advisor (CPFA) designation from ASPPA demonstrating her depth of knowledge in both investment manager due diligence and qualified retirement plans. In addition, Laura holds the FINRA Series 65 registration.
