Laura McInnis

Laura brings more than twenty one years of experience in the financial services industry and plays an integral role in helping clients protect the plans they have worked hard to build. As Director of Insurance and Long Term Care Planning, she works closely with the advisory team to design and implement insurance strategies that support each client’s overall financial plan.

After graduating from George Mason University’s School of Business with a Bachelor of Science in Finance in 2005, Laura began her career at Wachovia Bank as a licensed financial specialist. In 2007 she transitioned her focus to insurance planning and has since worked with several leading financial institutions including The Hartford and Penn Mutual.

Laura specializes in all areas of insurance planning with a particular passion for long term care planning. Her interest in this area is deeply personal, as she has served as her grandmother’s power of attorney for the past seven years. This experience gives her a unique perspective on the emotional and financial challenges families can face and strengthens her commitment to helping clients prepare for the future.
Known for her ability to simplify complex solutions, Laura works alongside the advisory team to make the insurance process smooth and thoughtful for every client.

Laura lives in Houston, Texas with her two dogs, Kaia and Rogue. Outside of work she enjoys snowboarding, biking, fishing, clay shooting, and brunching with friends.