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Laura Fallis

Laura Fallis

Administrative Manager

Laura is a registered assistant and has been with the firm since 2012. While she started her career in banking, she found the industry was becoming less focused on customer service, and Laura made the leap to our firm to retain a personal connection with clients. Her customer focus and genuine concern for our clients is evident, and she is equally driven to help the team succeed. Laura maintains and updates client records, and ensures all regulatory compliance and licensing is current. She also leads special initiatives and oversees the scheduling for client meetings, vendor meetings, events, and Debra’s community service calendar and advisory boards. A native Oklahoman, Laura enjoys reading, hiking with her husband, visiting her two sons, and sewing dress-up clothes and making craft projects for her grandchildren.