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Laura R

Series 65

Sandy Springs, GA

Hayes Wealth Advisors, LLC

Laura Rosenberg is a Series 65-licensed advisor at Hayes Wealth Advisors, LLC with three years of industry experience. She has been with Hayes Wealth Advisors since 2023. Outside of wealth management, Rosenberg works as an optometrist at The Eye Gallery, an optometry practice she has been associated with since 2012. Hayes Wealth Advisors serves individual clients, including many high-net-worth households, retirement plans, and small businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services with a predominantly passive, long-term investment approach.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Optometrist
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Natalie S

CFP®, Series 66

Sandy Springs, GA

Hayes Wealth Advisors, LLC

Natalie Schmook is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been with Hayes Wealth Advisors, LLC since 2019 and previously worked at Camille Holdings DBA Lucille Roberts. Outside of her advisory role, she is a group fitness and cycle instructor at local community centers. Hayes Wealth Advisors serves individual clients, retirement plans, and corporate clients with comprehensive financial planning, discretionary portfolio management, and consulting services. The firm emphasizes a long-term, primarily passive investment approach and maintains a niche in advising optometric practices, including business valuation and practice appraisal services.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Optometrist
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