Client service
Meet Laurie Stevenson
Office Manager | South Carolina Practice
Laurie Stevenson plays an important role in the day-to-day client experience for Rob's South Carolina practice. As Office Manager, she is often one of the first people clients speak with and an important point of contact throughout their relationship with the Wealthspan team.
Laurie helps coordinate meetings, account paperwork, service requests, client communications, and the many administrative details that help keep client relationships running smoothly. Whether someone needs help scheduling a meeting, locating paperwork, or directing a request to the appropriate person, Laurie helps make sure questions and details are handled thoughtfully.
Her approach emphasizes responsiveness, organization, attention to detail, and follow-through.
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 the office.
Need help with scheduling, paperwork, or an account request?
Laurie can help with client-service and administrative questions or connect you with the appropriate Wealthspan team member.