Laura Peña

Laura Peña | i•financial

Laura Peña

Client Service Manager

Phone: 210-342-4346


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As the Client Service Manager, Laura ensures that the daily operations of the firm run smoothly. She builds and maintains relationships with our clients and is committed to assisting the needs of our firm’s advisors. Laura is proactive and attentive; as it is her goal that everyone receives consistent and exceptional service. She has 16 years of experience in financial services industry including office administration and management. Prior to joining the firm in 2011, she held similar positions at South Texas Money Management and PAX Financial Group in San Antonio.
Laura is a native Texan; born in El Paso but raised in Odessa, home of Friday night lights. She studied business and marketing at Our Lady of the Lake University.
Laura lives in Alamo Ranch with her two children Isabella and Daniel. Isabella is a sophomore majoring in Bio Medical Engineering at Texas A&M College Station. Daniel is a 6th grader at Dr. John Folks Middle School. Most of Laura’s free time is dedicated to her children’s soccer games, band concerts and booster clubs. Together, the family enjoys bike riding, Sunday barbeques and cheering on the Dallas Cowboys and San Antonio Spurs.