Senior Portfolio Administrator
Laura Pond joins the firm from the recently completed asset purchase agreement with Wagner Wealth Management, bringing over ten years of client servicing experience. She is responsible for client service, account maintenance, and the firms database technology.
Previously, Laura was Director of Client Services at a small financial planning firm. She attended the University of California, Davis.
A Colorado native, Laura enjoys gardening, cooking, and is a strong advocate for animal preservation and welfare.Back to Our Team