Laura R. Knolle, CFP®, MS

• Laura has experience working with seniors, especially with widows/widowers. Bringing all professionals to the table, Laura is collaborative in her approach with outside tax professionals, attorneys, and insurance agents, striving for clients to have a team working in concert for their best interests. She works to develop trust, and prides herself in being honest and responsible so you can have a dependable member on your team.

• Laura is passionate about client education. She believes deeply that knowledge is true power and thus spends a great deal of time educating clients about their situation and their choices, to help them build confidence to make difficult financial decisions. Laura has been in the financial services industry since 2002.

• Laura graduated with honors from Michigan State University with a B.A. in Finance, and from Golden Gate University with an M.S. in Financial Planning and Taxation, with a concentration in Estate Planning. She holds the CERTIFIED FINANCIAL PLANNER™ designation.

• Laura spends most of her time outside of work with her two boys, Jonathan and Jordan. She has a passion for fitness, nutrition, and travel. She also enjoys hiking with her husband John and their two dogs, Coconut and Papaya. Her love of travel extends well beyond that of a two-week vacation, as Laura has had the opportunity to live and work abroad in London, England and Sydney, Australia.

Client Testimonials:

• "I have been working with Laura and her team for over five years and it has been an amazing experience for me. They are the most responsive and helpful people I could have hoped for, and I have prospered financially from their planning. I have recommended Laura to several of my friends, and they have been very impressed as well." (1) - Jill S., Client, 10/15/2025
• "I have been a client of EP Wealth for many years. My advisor, Laura Knolle, has always been professional, helpful, and is very knowledgeable in financial management. Laura has continued to give me good advice in all aspects of my financial portfolio. She and her team are always available to assist me promptly, and with the utmost courtesy. I feel they go out of their way to provide financial support in every way to their customers. It is a pleasure to do business with Laura and her associates." (1) - Patricia K., Client, 11/10/2025
• ''I've been working with Laura Knolle for years and value her insights and expertise. She is really great at listening to my goals and concerns and is excellent at financial planning. I trust her implicitly and have recommended her to my friends and family." (1) - Nancy F., Client, 11/14/2025