Meet the team
Laura Kiick
CFP®, CRPC
Vice President, Wealth Advisor
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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 a Certified Retirement Planning Counselor with her Series 7, 63, 66, and 65 (Inactive), Laura is well-versed in wealth management and the resources of the Sequoia team. 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 B.A. in Communications/MIS. Her volunteer commitments include serving as a member of the Finance Committee for the Conservancy for Cuyahoga Valley National Park and a member of the Estate Planning Council of Cleveland (Past President).
In her free time, she enjoys cycling and gardening. She lives in Broadview Heights, Ohio, with her husband and their Miniature American Shepherd.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning Counselor (SM)
Acquired the series 7, 63 and 66 registrations (inactive)
Miami University, B.A. Organizational Communications, with a minor in Management Information Systems
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In her free time, she enjoys cycling and gardening. She lives in Broadview Heights, Ohio, with her husband and their Miniature American Shepherd
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Laura Kiick,CFP®, CRPC
Vice President, Wealth Advisor
Q3 Market Review—Shifting Dynamics