Laura has over 20 years' experience working with employee benefits plans, personal life insurance and investments. Her main duty is to assist Kris Geary, Tim Caldwell and Chris Grieco with the sales process. She is very involved in the installation process and helps with the work flow during the early stages of plan implementation as well as assisting the retirement plan staff with plan transfers, distributions and 401(k) deposit processing.
She is responsible for tracking agent commissions, various individual agent and corporate licensing as well as maintaining compliance procedures for the Registered Representatives.
Laura also handles all payables for the company as well as handling many of the general administrative functions of the office.