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 Dan's clients’ service needs and is the main point of contact for his 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)
Laurel grew up in Seattle WA and enjoyed hiking the Cascade Mountains and camping on the ocean coast with her family. She is married to Bruce (45 years) and has 3 grown children. When she is not working Laurel enjoys her lake home in Clitherall MN, boating and kayaking with her 6 grandchildren and, when time permits, quilting and riding her bike for MS. She has participated in the MS 150 Bike tour since 1999.
Associate, Customer Service (1992) - Life Office Management Association (LOMA)
Series 7 registration - Registered Representative/Administrative (2003)