Laura Holthaus

Background

About Laura Holthaus

A devoted financial planner, I most enjoy helping women find clarity and confidence during major life transitions, whether after loss, divorce, retirement, or a new beginning. My mission is simple: to provide education and direction as you rebuild your financial foundation and pursue your next chapter with confidence. My own path to financial planning began early. When I was in high school, my dad enrolled me in Dave Ramsey’s Financial Peace University through our church and helped me open a Roth IRA soon after. Having someone guide me toward smart financial choices changed my future, and now, I strive to be that same steady voice for my clients. Money decisions can feel overwhelming. I strive to make the complex simple. My approach blends compassion with diligence: I listen deeply, honor your pace, and design a clear plan that helps you move forward with confidence. I began my career at Family Investment Center in St. Joseph, Missouri, in 2008 and served as Investment Advisor and Chief Compliance Officer until 2019. From 2019 to 2021, I worked in philanthropy for the Mosaic Life Care Foundation, then served as Portfolio Manager for Charleston Financial Advisors in Charleston, SC from 2021 to 2023. I hold bachelor’s degrees in Economics and Business Administration from Missouri Western State University and a Master of Science in Personal Financial Planning from the University of Missouri – Columbia. I am a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®).