Laura Thompson, ChFC® is a seasoned financial services professional and Executive Director at Exchange Investment Services, Inc., operating in partnership with LPL Financial. With a strong foundation in strategic wealth management, Laura brings a client-first mindset to every engagement. In her role, she guides individuals, families and small businesses through the complexities of investment planning, risk management, and long-term financial goals.
Leveraging her ChFC® (Chartered Financial Consultant) designation, Laura offers bespoke guidance to help clients build sustainable financial futures. Her collaborative approach ensures each strategy aligns with a client’s unique values and aspirations, not just market trends. With a focus on transparency and integrity, she empowers clients to make informed decisions with confidence.