Meet the team
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Laura Kiick

CFP®, EA

Vice President, Wealth Advisor

About Laura

Laura Kiick is a seasoned financial professional with 25 years of experience in financial services. She prioritizes her role as a client advocate, earning client trust through her conscientious service and as an essential link to their advisory team, including estate attorneys, bankers, and CPAs.

As a CERTIFIED FINANCIAL PLANNER® and IRS Enrolled Agent, Laura is well-versed in wealth management and tax planning. Her knowledge and network provide her with the experience to help clients develop a clear, comprehensive financial plan to help them reach long- and short-term goals. No two people are alike, nor are their financial goals. Through trust and collaboration, Laura gains insight into their values and priorities to create a plan that works for them.

Laura graduated from Miami University with a Bachelor of Arts in Communications/MIS. Her volunteer commitments include serving on the Board and Finance Committee of the Conservancy for Cuyahoga Valley National Park and as an active member of the Estate Planning Council of Cleveland (Past President).

She lives in Broadview Heights, Ohio with her husband. In her free time, she enjoys cycling, gardening, and competing in agility trials with their Miniature American Shepherd.

CFP Board owns the marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.


Accreditation & Education

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Enrolled Agent
  • Bachelor of Arts, organizational communications, Miami University

contact your financial planning specialist

Laura Kiick,

CFP®, EA

Vice President, Wealth Advisor