Profile
“Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round”
Megan Dorn, Dorn Wealth Management
Laura Barry is a managing director and financial advisor at Wealthspire Advisors. She joined the firm in 2004 as an experienced advisor and specializes in working with people during life transitions.
Barry focuses on helping clients articulate their financial values and beliefs and in understanding their concerns and motivations. With that base, she partners with her clients to manage risks and create strategies, aligning their values and resources with their unique vision of a fulfilling life.
Throughout her career, Barry has been actively involved in supporting her community and her profession through many leadership and board positions, as well as in continually developing her own expertise. She holds a special passion for supporting financial literacy in people of all ages and enjoys speaking to groups on related topics.
330 East Kilbourn Avenue, Suite 1219, Milwaukee, WI 53202
414 509 1321
laura.barry@wealthspire.com
linkedin.com/in/laurabarrycfp
wealthspire.com
Laura Barry
Managing Director and Financial Advisor
Wealthspire Advisors
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Bio
Milestones
Profile
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Bio
Milestones
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Special Report
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Bio
Milestones
“My clients are more like family, and I want to make sure I can provide real value to them”
Megan Dorn, Dorn Wealth Management
1986–1995
2004–2011
2011–2019
2022–Present
2025
Financial Analyst and Risk Manager at Allstate Insurance
1986–1995
Wealth Management Advisor at Baker Tilly Virchow Krause LLP
2004–2011
Director and Principal at Bronfman Rothschild
2011–2019
Managing Director and Financial Advisor at Wealthspire Advisors
2022–Present
CEO of Meridian Financial Partners, where she manages a team of eight that delivers investment management and financial planning to over 450 households in 24 states
2025
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Despite facing industry biases, such as being mistaken for an assistant at events, she refused to let female stereotypes define her. Instead, she’s built a thriving network of women advisors and found a strong ally in Harbour Investments, which supports her growth as a leader, business owner, and mother.
Client satisfaction isn’t measured in Dorn’s office by closing ratios or one-time feedback – it’s reflected in loyalty, longevity, and referrals. Her communications strategy features handwritten and even hand-drawn birthday cards because in her words, “the little things matter”.
Another offering is short videos delivered a few times per month, providing quick updates on market changes, financial tips, or just simple reassurance during uncertain times.
She explains, “Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round.”
Empowerment is an ambition of Dorn’s, believing that financial education leads to strong communities. However, she only works with individuals who match her values.
“I also don’t take on every prospective client who walks through the door. I’m intentional about making sure it’s a good fit on both sides,” she adds. “My clients are more like family, and I want to make sure I can provide real value to them. That means listening closely, being transparent, and never overpromising.”