Laurel Wealth Planning congratulates Mallory Kretman, CFP®, on her promotion to Senior Wealth Manager I. This step forward is well earned, and also reflects something larger: a firm built on forward planning, so our clients experience seamless continuity and the same deeply personal care for years to come.
As Laura Kuntz, founder of Laurel Wealth Planning, put it, “We always have leadership in place to take care of our clients no matter what happens.”
Mallory’s path with the firm spans 15 years. She joined directly after graduating with honors from the University of Wisconsin–La Crosse, starting in a client service role. Her work ethic stood out immediately. Laura recalls, “From her start with the company, I couldn’t get her to go home.” Mallory was motivated less by title or compensation and more by learning the business and helping clients, a drive that carried her through a progression of promotions and ultimately to shareholder of the firm.
Today, Mallory serves close to 40 percent of Laurel Wealth Planning’s clients, leads the firm’s financial and tax planning strategy, and serves as Chief Compliance Officer, a role built on trust and accountability. Colleagues describe her work as thoughtful, well-researched, and detailed, delivered with a natural empathy for the people she serves and a gift for explaining complex financial ideas in terms that make sense.
Mallory holds the CERTIFIED FINANCIAL PLANNER® certification and is more than halfway through the coursework toward obtaining the Tax Planning Certified Professional® (TPCP®) designation through the American College of Financial Planning. Laura points to Mallory’s integrity as the foundation of it all: “She never takes advantage of another person, and she always watches out for the other person.”
Clients who have worked with Mallory describe the same qualities Laura sees every day. One couple shared, “Thanks to Mallory Kretman and her remarkable competence, our somewhat chaotic approach to the ‘business side of life’ evolved to a structured plan aligned with our objectives. She addressed ALL facets and brought us peace of mind about the big picture for the future.” Another client added, “She is at the ready with answers to any questions and is reliably prompt in helping to resolve any issues. I have grown to trust her instincts and knowledge implicitly.”
The above testimonials contain statements and opinions from actual clients of Laurel Wealth Planning. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Outside the office, Mallory is married and raising two young children, balancing family life alongside her leadership responsibilities and ongoing education. “I feel incredibly fortunate that Mallory chose to grow her career here,” Laura says. “It is a true privilege to know her and to stand alongside her as a fellow shareholder and partner.”
Mallory echoes that deep appreciation for the firm. “I’m proud to have grown alongside Laurel Wealth Planning over the years. What makes this promotion so rewarding is the journey it represents: the relationships built, the trust earned, and the privilege of helping clients navigate some of life’s most important decisions. There is no greater joy in this profession than making a positive impact on the people we serve, and I’m excited to continue that work as part of such a talented and caring team.”
Promotions like this one are part of how Laurel Wealth Planning builds toward the future: developing leaders today so clients can count on the same steady, personal care for years to come.
If you would like to congratulate Mallory or have a question about your own financial plan, reach out directly at mallory.kretman@laurelwealthplanning.com. Learn more about her background on her team bio page, and read what clients have said about working with her on the What Our Clients Say About Us page.
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