FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Laura Simpson

Laura Simpson

Special Projects Manager

I’m also very pleased to introduce Laura, our Special Projects Manager.  Her work background prior to coming to American Executive Tax & Financial Services has primarily included customer service and finance. She is married with two grown boys.  Laura previously lived in Oshkosh, WI, moved to Spring Hill, FL in 2012, and then relocated to South Carolina in 2016. She enjoys her position handling various duties in addition to keeping our events, website and client communications running smoothly.  Laura remains an integral part of our family here at American Executive Tax & Financial Services because of her strong dedication to, and rapport with new and existing clients.  You may hear from Laura reminding you when you have an appointment coming up!