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Laura Holcombe, CFP® From Chemistry and Computer Science Major to Financial Advisor Formulator

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Manage episode 349329176 series 2895276
Conteúdo fornecido por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Episode 80 - Laura enjoys working with people who desire to pursue their financial goals. She brings energy and enthusiasm into her clients' financial decision-making process. Laura's commitment to client service is the foundation of her business. A naturally warm, caring, and enthusiastic approach proves her dedication and appreciation for her clients.
Laura is a third-generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 66 registrations. In addition, she is life and health Insurance licensed and a Stock Broker and Investment Advisor Representative. Laura honed her speaking skills at the local Toastmasters International. Along with the other advisors in the firm, she teaches classes throughout the year at Portland Community College and local businesses. She also teaches financial education classes at large community-based organizations.
Laura, her husband, Rob, and their two adult children enjoy going on family trips and spending their summers together. Laura has been active in her children's lives, but now they are moving on to their own endeavors. This allows Laura to spend more time outdoors doing the activities she loves, including hiking, biking, backpacking, and taking their boat and RV out and about.
You can find out more about Laura here: https://www.resourcefinancial.com/team/laura-holcombe
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

109 episódios

Artwork
iconCompartilhar
 
Manage episode 349329176 series 2895276
Conteúdo fornecido por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Episode 80 - Laura enjoys working with people who desire to pursue their financial goals. She brings energy and enthusiasm into her clients' financial decision-making process. Laura's commitment to client service is the foundation of her business. A naturally warm, caring, and enthusiastic approach proves her dedication and appreciation for her clients.
Laura is a third-generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 66 registrations. In addition, she is life and health Insurance licensed and a Stock Broker and Investment Advisor Representative. Laura honed her speaking skills at the local Toastmasters International. Along with the other advisors in the firm, she teaches classes throughout the year at Portland Community College and local businesses. She also teaches financial education classes at large community-based organizations.
Laura, her husband, Rob, and their two adult children enjoy going on family trips and spending their summers together. Laura has been active in her children's lives, but now they are moving on to their own endeavors. This allows Laura to spend more time outdoors doing the activities she loves, including hiking, biking, backpacking, and taking their boat and RV out and about.
You can find out more about Laura here: https://www.resourcefinancial.com/team/laura-holcombe
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

109 episódios

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