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Laura K. Schilling, J.D., CPA, CFP™, CSA®

Laura K. Schilling, J.D., CPA, CFP™, CSA®

Financial Planner

 

Laura K. Schilling, J.D., CPA, CFP™, Certified Senior Advisor (CSA®), is principal and founder of Financial Innovations, LLC. She is licensed to practice law in Georgia and Florida. Laura was named by Georgia Trend Magazine as part of its Legal Elite for 2009 for her legal work in taxes, estates, and trusts. She has been named as a five-time “Five Star Wealth Manager Award” winner from Atlanta Magazine. Laura has been published in several magazines, including Forbes Magazine and Best Self Magazine. She also has taught a class for Bisk Education for CPAs.

Clients benefit from Laura’s legal, accounting, and financial planning expertise. Her diverse background enables her to review a client’s financial situation from many different perspectives. She can review and draft legal documents and tax returns. She enjoys being able to work with clients to create financial plans for them and their family, and she has a deep-rooted passion for helping others. She has adopted two children and is dedicated to serving others in multiple capacities.

Laura began her professional career as a Certified Public Accountant at Habif, Arogeti, & Wynne, an Atlanta based accounting and financial services firm. She later earned a law degree and established a legal practice specializing in estates, wills, and trusts. Prior to founding Financial Innovations, LLC, in 2003, Laura worked for another large Atlanta based financial planning firm. Laura holds a BBA degree in accounting from Emory University, and a J.D. from the Georgia State University College of Law, where she graduated cum laude.

Laura is currently acting as Treasurer on the Board of Directors for a charity, The Packaged Good.  The primary focus of this charity is to involve families with children of all ages to starting learning to give (www.thepackagedgood.org).  Laura has served on the board of directors of the Boys and Girls Clubs of Brookhaven and is active in numerous civic and community organizations. She is a member of the Georgia Society of CPAs, American Institute of Certified Public Accountants (AICPA), and the Georgia and Florida Bar Associations. 

Laura is well known for her active referral network of business professionals, enabling her to link clients, friends, and colleagues to valuable resources and services they need.

A native of Long Island, NY, Laura has lived in Atlanta for over 25 years. She is active in both her children’s lives, and enjoys museums, travel, and cultural events.