Laura E Holt

Laura E Holt, CFP (R) serves as a Growth Partner at Zeplyn AI, Callaway Cloud Consulting, and Bento Engine, where innovative technologies are developed to enhance client engagement and streamline financial advisory processes. As Founder and CEO of LHE WealthTech Matchmaker (TM) and former Head of Sales at Lumiant, Laura has a strong background in fostering partnerships and developing tailored solutions in the wealth management sector. Previous experience includes roles as VP of Partnership Management at Goldman Sachs Personal Financial Management and VP, Director of Business Innovation at BOK Financial, focusing on enhancing investor experiences through technology and services. Laura's extensive career also encompasses strategic business development at Southwest Securities and practice management consulting at HD Vest Financial Services, with an academic foundation in Finance and Economics from the University of North Texas and advanced education from The Wharton School of Business.