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Mallory Kretman, CFP®
Wealth Manager / Shareholder
“I was drawn to Laurel Wealth Planning because of our emphasis on the importance of each client. I love being part of an environment that truly values the relationships we are building and a commitment to results.”
Mallory Kretman serves our clients as a Wealth Manager and also leads the firm’s financial planning strategies.
As a Wealth Manager, Mallory works to meet clients’ goals through deeply knowing the clients and their needs, wants, goals, and preferences. She aims to give financial advice that is compassionate and easy to understand. She especially enjoys working with people who are in life transitions or who are new to financial planning.
Mallory keeps the firm up to date on tax landscape changes and new strategies for financial, tax, and estate planning. She does extensive research on these topics and how they impact clients, shares her findings and recommendations at monthly team meetings, and helps the firm operationalize strong advice for clients.
Mallory joined Laurel Wealth Planning in 2011 in client service. Her dedication to our clients and our values, along with her strong initiative, earned her regular promotions, including becoming a shareholder in 2019.
Mallory is a Certified Financial Planner (CFP®) and is fully licensed.
She earned her Bachelor’s degree with high honors from the University of Wisconsin-La Crosse, where studied the liberal arts and was a member of three honor societies.
Mallory’s wisdom comes from more than formal study and professional experience. Raised by a single father, Mallory was devastated to find out in her mid-20s that he had terminal cancer. Mallory moved home to assist with his care and support her sister after his passing. The family again turned to Mallory when her grandmother required nursing home care. She became the main caretaker and organized her grandmother’s financial matters. Mallory credits these experiences for giving her strength, perspective, and compassion.
Mallory and her husband, Hank, welcomed their first child, Henry, in February 2020, and their second child, Ellie, in August 2022. She is a wine enthusiast who has toured vineyards in France’s Loire Valley and Champagne region. She also enjoys “the little things” in life, like a strong cup of coffee and spending quiet nights at home with her family and their yellow lab, Penny.
Mallory Kretman’s Activities
Speaker, “Client Financial Well-Being Post-Divorce,” March 2019. Featured speaker at the annual Family Law Institute. Mallory provided expert financial planning information on post-divorce planning checklists and resources to family attorneys and other family law experts.
Mallory Kretman’s Credentials and Licensing
Certified Financial Planner (CFP®): Signifies substantial training and experience in financial planning, as well as an expectation of practice according to rigorous ethical standards.
Series 65 License: Licenses the holder to give investment advice.