Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use strategies that will help you meet your objectives.
Our goal is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a road-map to reach your goals and make wise decisions to help improve your financial situation.
Laura is the founder of Hummingbird Wealth Management. Laura has almost 30 years’ experience in the Financial Services Industry. She enjoys helping her clients develop a Financial Plan and educating and supporting them throughout the life of their plan. Laura specializes in Wholistic Financial Planning and Investment Management.
Laura has been with Hummingbird Wealth Management since November 2020. Previously she was with Edward Jones as a Financial Advisor for 7 years and prior to that in the banking industry. Laura is a native of Frederick County, MD. She helps her clients focus on the “big picture” by developing a financial plan and ensuring all aspects of their plan are aligned toward their vision of the future. Laura specializes in Retirement Planning, Small Business Retirement Plans, and Investment Management.
Destyni has been with Hummingbird Wealth Management since April 2018. Destyni is primarily responsible for client relations, account set up and maintenance, and business operations. She is also in the Nursing Program at Hood College.
Brianna has been with Hummingbird Wealth Management since April 2019. She is focused on the planning, budgeting and financial literacy end of our services. Personally tailored plans are at the core of our business model and she is ready to help you design one that works for you. In addition to helping her clients with planning she is responsible for software set up and support as well as general client support services.
After 27 years of working with a local community bank, I created Hummingbird Wealth Management. I created Hummingbird Wealth Management as a practice for clients and advisors that are seeking a firm that genuinely cares about them. I enjoy helping, educating, and supporting my clients through many of life's challenges and transitions.
Over the years I have been able to assist many clients with the many transitions that life hands them - marriage, birth, college, death, and divorce. I am very patient and thorough with my clients, ensuring that no stone is unturned. I take pride in ensuring my clients are comfortable and regardless of their transition, can move on without concerns of their financial well-being.
I live with my husband and 3 boys on a small farm in Libertytown, MD and in our spare time enjoy camping, boating, kayaking, and many other outdoor activities.
Laura obtained her CFP® designation in 2006. She obtained her certification after receiving her Certificate in Financial Planning from Georgetown University.Working with a CFP® professional is an important first step toward reaching your financial goals. Not only do these advisors meet rigorous education and experience requirements, but they are also held to the highest ethical and professional standards in the industry.
CFP® professionals must master nearly 100 integrated financial planning topics. In addition to completing a comprehensive financial planning curriculum approved by the CFP Board CFP® professionals are required to complete continuing education coursework, including a CFP Board-approved code of ethics course, to ensure their competence in financial planning.
CFP® professionals must have a minimum of three years experience in the personal financial planning process prior to earning the right to use the CFP® certification marks. As a result, CFP® practitioners possess financial counseling skills in addition to financial planning knowledge.
As a final step to certification, CFP® practitioners agree to abide by a strict code of professional conduct, known as CFP Board's Code of Ethics and Professional Responsibility, that sets forth their ethical responsibilities to the public, clients, and employers. CFP Board also performs a background check during this process, and each individual must disclose any investigations or legal proceedings related to their professional or business conduct.
The Female Advisor Network is a national membership organization for female financial advisors. Our mission is to empower all female financial advisors by providing a community of support, education, mentorship, and collaboration that is for female advisors by female advisors.
Founded in 1975, the National Association of Women Business Owners (NAWBO) is the unified voice of over 10.1 million women-owned businesses in the United States representing the fastest growing segment of the economy.
The Women’s Business Network of Frederick is a nonprofit organization dedicated to inform, encourage, and support women in their quest to grow their businesses. The WBN promotes networking activities and business education through interactive workshops.