Client Login 401(K) Login

475 Half Day Road
Suite 210
Lincolnshire, IL 60069

847.541.6888

My favorite part of my job is teaching others and watching them learn and succeed. “Tell me and I forget. Teach me and I remember. Involve me and I learn.” – Benjamin Franklin

Laura T. Daly

Client Services Supervisor

Laura has been involved in the financial services industry since 2000. She began her career at Charles Schwab where she was an operations manager at one of their Chicago branches. She also served as the director of client relations at an RIA firm in the Chicagoland area.
Laura earned a bachelor’s degree in journalism from Georgia State University. She grew up in Arizona and now lives in the northwest suburbs of Chicago with her husband, their two daughters, and their English Labrador. She enjoys traveling, cooking and reading.

My favorite part of my job is teaching others and watching them learn and succeed. “Tell me and I forget. Teach me and I remember. Involve me and I learn.” – Benjamin Franklin