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Laura Davis, CLU, ChFC
Managing Director

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Laura’s expertise in the Business markets direct their attention to designing strategies that help ensure entrepreneurs and high net worth individuals that they can protect their families, businesses and personal assets throughout their lifetimes with innovative ideas and state of the art strategies.


Laura has always believed you should treat people as you would want to be treated and is a “let’s get it done together” person who works with clients as well as their other advisors, such as legal, accounting and financial advisors to this end.


Laura spends a great deal of her effort as a Strategic Partner working with other Financial Advisors who need an expert in the areas of Business and Advanced estate planning strategies.


Laura’s unique ability is analyzing extremely complex situations and developing solutions that are easy to understand and communicate those ideas to clients and their families.


Laura leads and participates in a number of groups, such as NAIFA, received the “Corporate Woman of Achievement” award from the National Association of Women Business Owners (NAWBO), former Chairperson a Women’s Leadership Advisory Board and Foundation Committee member for a large health care system in the Chicago land area. She is also a registered representative of Park Avenue Securities.


Born and resides in Chicago, IL Laura is widowed and has two children, Lisa and James. She enjoys boating and gardening in her spare time.

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