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The Laurel Wealth Planning Team

Laura Kuntz, CPA/PFS, MBT

Laura Kuntz, CPA/PFS, MBT

Senior Wealth Manager / Shareholder

Anne M. Ward, CFP®, AIF®, MPAS®, CRPC®

Anne M. Ward, CFP®, AIF®, MPAS®, CRPC®

Senior Wealth Manager / Shareholder

Mallory Kretman, CFP®

Mallory Kretman, CFP®

Wealth Manager / Shareholder

Jesse Kuusisto

Jesse Kuusisto

Wealth Manager

Mike Kellner

Mike Kellner

Portfolio Manager

Katie Then

Katie Then

Client Service & Operations Manager

Shelly Fayard-Rerat

Shelly Fayard-Rerat

Client Relationship Specialist

Natalie Nelson

Natalie Nelson

Client Service Associate

Tom Kuntz

Tom Kuntz

Finance Manager

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