Laurel Wealth Planning has been helping people make informed decisions about their finances for almost 25 years. Their commitment to delivering exceptional wealth management services is bolstered by their team of seasoned professionals.
Their leadership team has decades of combined experience navigating intricate financial landscapes, giving them a depth of knowledge and proficiency that’s unparalleled in the industry. It’s often said that there’s no substitute for experience, and it’s absolutely true!
Let’s get to know the LWP leaders.
Mallory Kretman
First up is Mallory Kretman, CFP®, wealth manager and shareholder. Mallory primarily focuses on helping clients manage their financial decisions. Mallory realized while working retail throughout college that she loved working with people. When she set out to find a full-time career helping people, she found it at Laurel Wealth Planning.
“What I love the most is when people feel overwhelmed or anxious and I can take that burden from them,” she says. “I can let them know they’re not alone, they have a partner, and they don’t have to worry. It’s the best part of my job.”
Mallory started at the firm 13 years ago. She’s seen every aspect of the business, which helps her as she’s developing strategies for her clients.
And when it comes to the leadership team, she says the biggest takeaway is being collaborative. “Our clients are clients of the whole firm, so everyone on the leadership team cares and wants to help,” she says. “We all jump in to help, because we’re all committed to finding solutions.”
Jesse Kuusisto
Jesse Kuusisto, CFP®, is another excellent leadership team wealth manager. Jesse, who started at LWP six years ago, has been interested in investing since high school. While he has an analytical mind and enjoys the numbers side of investing, the most satisfying part of his career is working with people.
“I love getting to know people, and I can be more effective when I know my clients well,” he says. “I really think of this as a helping profession.”
In addition to working directly with clients, Jesse also manages investment operations for the firm. That means he works closely with Laura in studying investing trends, evaluating investment tools, and verifying that investment recommendations are implemented properly.
“There are constant changes in this industry,” he says. “So you have to stay on your toes and evolve your strategies, and I really appreciate that I get to focus on that.”
Katie Then
The next member of the outstanding leadership LWP team is Katie Then, client service and operations manager. Katie focuses on behind-the-scenes operations and projects, keeping the firm running smoothly so the wealth managers can focus on their clients.
“I get to work with numbers all day,” she says, “but the best part is I’m always learning something new.”
Katie has loved math since the fourth grade, and when her dad suggested she look into financial planning, she knew it was a great fit. After spending 18 years at a small wealth management firm, she moved to LWP for the opportunity to focus more on operations.
“I’ve really gotten a new perspective since working here, and I love our team. I am excited to keep learning and growing.”
Katie’s focus, like the rest of the LWP management team, is on keeping clients happy, and she sees a bright future ahead.
“We have a great future, and I can’t wait to see what’s next,” she says.
The smartest investment strategies are those that create a sustainable future. Laurel Wealth Planning is applying that same principle to itself, creating a sustainable future with a dedicated management team that is ready to tackle whatever the next 25 years (and beyond!) might bring.
Laura Kuntz
Then, of course, there’s Laura Kuntz, CPA/PFS, MBT, senior wealth manager and founder of Laurel Wealth Planning. Laura works primarily with clients to help them build and maintain their wealth so that it aligns with their core values.
That might mean helping them create the right investment portfolio, channeling their charitable giving, or safeguarding finances for their children or grandchildren. Whatever their goals, Laura is there to help.
With over 30 years in the industry, Laura supports the management team in the vision of Laurel Wealth Planning and offers guidance and mentorship when needed. She’s also deeply passionate about Laurel Wealth Planning’s ethics and excellence. It’s why she loves coming to work every day.
“A lot of our clients view their wealth management as stewardship, and we take that really seriously. We’re here to help people feel in control of their own destiny, and we do it in a way that’s ethical and honorable.”
Connect With a Financial Professional
When you’re ready to partner with financial professionals, Laurel Wealth Planning is here to help. They go the extra mile to help you make difficult decisions. Their ongoing, comprehensive financial plans address tax planning, investment strategies, estate planning, retirement planning, and more.
To schedule a complimentary meeting, email julia.faxon@laurelwealthplanning.com or call (952) 854-6250.
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The forgoing content was prepared by Indigo Marketing Agency with verbiage, opinions and/or financial commentary input provided by Laurel Wealth Planning.
The foregoing content reflects the opinions of Laurel Wealth Planning LLC and is subject to change at any time without notice. Content provided herein has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. The content is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results.
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