Laura Vaughn, CFP®

Partner

Consult. Create. Grow.

You need a game plan! We specialize in creating comprehensive financial plans for small business owners, independent contractors, and high-income individuals. Our proactive approach is designed to save you time and money so you can get back to doing what you enjoy.

Laura Vaughn, CFP®

Partner

Consult. Create. Grow.

You need a game plan! We specialize in creating comprehensive financial plans for small business owners, independent contractors, and high-income individuals. Our proactive approach is designed to save you time and money so you can get back to doing what you enjoy.

About Laura

Laura Vaughn is a partner and CERTIFIED FINANCIAL PLANNER™ Practitioner. Laura’s practice is concentrated to help business owners, independent contractors, and high-income families reach financial independence. Our job is to translate clients’ ideas, dreams, and goals into an attainable road map. We monitor progress and help clients make important financial decisions with confidence. Seeing clients empowered by their finances is by far the most exciting and rewarding part for Laura!

Our process uses creative problem solving, a high level of expertise, and a transparent fee structure to conduct in-depth analysis before any recommendations are made. We provide our clients with a personalized and detailed action plan, and then we review frequently to hold them accountable.

With this level of detail, our team can only accept a select group of new clients per year. Our service is designed to be “white glove” so our clients can focus on their passions and family!

Our ideal client is committed to working in partnership with us for financial progress. Laura runs her practice with an open-door policy, encouraging clients to bounce ideas off her (doesn’t matter how “out there” it is!) and utilize her guidance throughout the year.

To provide a level of service to her clients, Laura has committed herself to professional excellence. Laura holds the distinction of being the first female New Advisor of the Year, awarded by Securian Financial Services in 2011. She was also named a 2017 winner of the American College’s Millennial Advisor Award, recognizing advisors under the age of 35 who have made a significant impact within their profession.

Laura graduated from the University of Texas at Austin and is an avid Longhorn sports fan. She lives in Houston with her husband Chris and pup Blue. She loves traveling to all corners of the globe, escaping Texas’ “winter” to snow ski and playing tennis. She is also an active member of the Houston Livestock Show and Rodeo School Art Committee.

Qualifications

FINRA Series 7 and 66 registered

Services

  • Business owner solutions
  • Comprehensive financial planning
  • Estate planning
  • Income protection strategies
  • Investments
  • Retirement strategies
  • Tax-efficient investment strategies
  • Wealth accumulation
  • Wealth management

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Team members

Pam Schwartz
Pam Schwartz

Senior Practice Coordinator

Shannon PItzele
Shannon PItzele

Practice Coordinator

North Star resource team

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Office location

Houston, Texas

2925 Richmond Ave
Suite 1200
Houston, TX 77098

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Contact

Connect with Laura

    Award is based primarily on criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this firm and this individual is not a guarantee of future financial results. Investors should conduct their own evaluation. In order to be granted some of these awards, individuals must be in good standing with the organization in terms of their applications and payments.

    Laura is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

    3384755/DOFU 1-2021