Laurie BudlongSenior Client Service Manager
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Laurie is the glue holding the office together and the first line of quality service. Her knowledge and attention to detail help ensure every client’s question is answered in a timely manner. She handles all administrative responsibilities which can range from account maintenance, to marketing efforts, to service requests. Clients have praised Laurie for her friendly and outgoing personality.
Laurie has been working in the financial industry for the last nine years as a branch office administrator at Edward Jones. She has enjoyed meeting clients while also getting to know them on a personal level and even learning about their families. Laurie is originally from Flint, MI and attended Alma college, where she met her husband of 31 years and counting. In her free time, she enjoys reading, doing crossword puzzles and exploring new wineries. She also enjoys keeping up with their children, a son living in Denver and a daughter who is in the D.C. area. Laure is looking forward to this new opportunity to help even more clients, while also supporting great financial consultants who can help get them to their end goals. She’s excited to embark on this adventure with her husband and is looking forward to running a company together. |