In March 2014, Laurel commemorated 20 years working as Don's Executive Assistant. She also serves as an Investment Services Representative for our Individuals & Families. Some of her roles and responsibilities include:
Qualifications: Laurel holds the Series 24 Registered Principal license, the Series 7 General Securities Representative license and the NASAA Series 63 Uniform Securities Agent State Law Examination and is a Notary Public.
Q: What do you enjoy most about your work?
A: I most enjoy working with our clients, helping them out with things that make their lives easier, and keeping them happy. I enjoy developing genuine relationships that make them feel like family and friends and having them know that I truly care about them.
Q: What’s life like outside of the office?
A: I enjoy living a quiet life in the country with my husband and my Lab, Trucker.
… And now for Don’s perspective on Laurel!
Q: Don, what do you think sets Laurel apart?
A: Solving complex problems. She has the keen ability of a detective to ferret out answers to very challenging questions. She also has the hard-earned expertise, combined with the inherent curiosity and tenacity, to bring difficult tasks or complicated transactions to completion.