LAURA OGLIVIE EXECUTIVE ASSISTANT

Laura brings over 25 years of industry experience to our team. She maintains responsibilities in virtually all portions of investment business including support to both our team and to our clients as a direct liaison with operations. Her exceptional communication skills make her a tremendous asset as it applies to customer service. Her diligence and efforts to see things through to completion are instrumental in our practice. Also, she possesses a vast knowledge in college planning, and has ample experience with retirement planning. Laura resides in Jackson, New Jersey with her husband and two children.