Laurel strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team and assists clients with any questions or requests they may have in a timely and efficient manner. Laurel enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive quality attention and support.
She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, Laurel’s goal is to always make working with us easy and effortless.
Before joining our team in September 2022, Laurel was a personal banker at PNC Bank. She holds an Associate’s degree in Business Administration from Indian River State College as well as Series 7 and Series 66 Licenses.
Laurel is originally from Stuart, Florida and now lives in Jensen Beach with her partner, Edward. When not in the office, Laurel enjoys attending concerts when she can and working with her hands, either in the yard or in an art studio.