Investment Planner

Laura Simpson

CFP®

Laura's personal bio

Laura graduated from the University of North Carolina at Asheville with a Bachelor’s degree in Economics and a concentration in finance and monetary economics.

She has spent her working career working for PAX and a large Credit Union in North Carolina and has experience in lending, insurance, tax preparation, estate planning and investments.

Laura started with PAX in 2007 and was here at the beginning.  She later moved back to her hometown in NC and then returned to PAX again in 2014.

There is no better time to begin planning than the present
Contact Laura
  • Joined the team:
    January 2014
  • What motivates Laura?
    She is motivated by healthy competition and goals.
  • Hidden talent:
    Translating a budget into action items for family and friends
  • Community Involvement:
    Laura teaches a finance class at her church with her husband. She also serves on the NC State Employees’ Credit Union Advisory Board.
  • Interests:
    Working Out, quality time with her children, budgeting and shopping for good deals.
  • Favorite book:
    His Needs Her Needs by Willard Harley
  • Favorite team:
    Clemson Tigers