Client service
Meet Laurie Stevenson
Director of Client Operations | FPQP®
Laurie helps ensure that clients receive a responsive, organized, and seamless experience throughout their relationship with Wealthspan.
Laurie coordinates day-to-day client operations, working closely with Rob and the Wealthspan team on account administration, client communications, scheduling, paperwork, service requests, and the many details involved in supporting each client relationship.
Laurie has earned the Financial Paraplanner Qualified Professional™ (FPQP®) designation through the College for Financial Planning®. The designation provides practical knowledge across the financial planning process, including investments, retirement planning, insurance, tax considerations, and estate planning fundamentals.
Her combination of operational experience, financial planning knowledge, and personal attention makes Laurie an important resource for both clients and the Wealthspan team. She takes pride in helping make the client experience straightforward, efficient, and welcoming.
Laurie's Approach
Great client service is often about the little things—being available, paying attention, and following through.
Laurie focuses on helping clients feel welcomed, informed, and supported when they interact with Wealthspan.
Need assistance? Laurie can help.
For scheduling, account paperwork, service requests, or other administrative questions, Laurie is here to help.
Please don’t include account numbers or other sensitive information in email.