Laura Mertz

Laura Mertz, CFP®, is a seasoned professional in wealth management, currently serving as a Senior Associate at Aspiriant since January 2016. With a history of effective client management and service, Laura has cultivated strong client relationships and received the Core Values Award from the CEO in May 2018. Prior to Aspiriant, Laura held various roles, including Administrative Assistant at Hokanson Associates, where responsibilities included enhancing team productivity and client service. Laura's earlier experience includes significant marketing and administrative roles at companies such as Shaping Change and The Pure Package, where notable achievements included a 50% increase in client bookings and the launch of a healthy meal range at Virgin Active Health Clubs. Academically, Laura graduated summa cum laude with a Bachelor of Science in Business Administration (Financial Services) from San Diego State University and holds additional degrees from MiraCosta College and King's College London.