New Business Processor
Laura joined Westmark Wealth Management as the Business Processor in June of 2015. In her role, Laura is able to gain more skills in administrative work while learning the ins and outs of financial planning. Laura assists the entire team by processing insurance applications, walking Westmark clients through the underwriting process, and keeping Westmark clients in the loop about their applications as they move through the process. Laura also spearheads the efforts towards opening new investment accounts and processing all related paperwork for the office.
In her spare time, Laura enjoys working out, hiking, and spending time with friends and family. She is a Phoenix native and enjoys living in the Phoenix area.