Laura Kohler
Associate Advisor
Laura began her career in corporate finance in 2019 at a Big Four accounting firm where she worked on fixed-income transactions within commercial real estate. While she enjoyed the analytical side of finance, she realized what she was really looking for was a career where she could build relationships and make a more meaningful impact on people’s lives. That led her to wealth management.
Laura has always been passionate about helping people feel more confident with their finances. She enjoys breaking down complex financial topics into something approachable, so clients can make informed decisions and feel empowered throughout their financial journey.
At Willow Grove, Laura works closely with Keley and Emily to support clients and help them navigate their unique financial goals and circumstances. She enjoys being part of a collaborative team that puts clients first and values building long-term relationships based on trust.
Outside of work, Laura is preparing for Level III of the CFA Program. When she’s not studying, you’ll likely find her out for a run, exploring the Bay Area food scene, or baking award-winning pies in the kitchen.
Education
- B.S. in Finance – University of Pittsburgh
- Series 65 Securities License
- CFA Level III Candidate, February 2027