Laurel Stumbo, ACS

Client Service Associate

Phone: 612-347-7809
Fax: 612-313-7524
E-mail:

Laurel came to Box Financial Advisors in January 2009 with 25 years of experience in the financial service industry. She is responsible for all of Phil and Cyrus’s clients’ service needs and is the main point of contact for Phil and Cyrus's clients. Laurel’s client-related responsibilities include:

  • Scheduling of Appointments

  • Processing and Tracking of Investment & Insurance Business

  • Handling Service Needs (check requests, address changes, changes to beneficiary designations and many other similar requests)