Laura Kroone
Laura serves as a client service professional focused on making the client experience as smooth and straightforward as possible. She helps clients navigate Account View, transition to paperless delivery, and feel confident managing their accounts. In her role, she assists with updating ACH instructions, facilitating advisory contributions and withdrawals, and processing check deposits. She also supports clients with important transactions such as Qualified Charitable Distributions (QCDs) and Required Minimum Distributions (RMDs). Behind the scenes, Laura gathers and organizes required documentation, coordinate signatures, opens new accounts, and audit existing accounts to ensure everything is accurate and up to date. As a commissioned Public Notary in the State of Minnesota, she’s also able to provide notarial services as part of the client experience.
She takes pride in being detail-oriented, responsive, and approachable, and in helping clients feel informed and supported every step of the way.
Laura has 10 years of professional experience. Prior to joining the firm, she was a treatment plan coordinator with OMS Oral Surgery Specialists. In that role, she developed and oversaw treatment plans in compliance with HIPPA regulations. She also coordinated scheduling with the surgical team and worked with clients to ensure they were well informed about their insurance benefits and payment options. Laura’s past experience also includes serving as a LifeSpa manager at Life Time Fitness.
Laura graduated high school from Maranatha Christian Academy and holds a cosmetology license from Aveda Institute of Minneapolis.
Laura and her husband have three children, Harlow, Adelynn and Axel. In her free time, Laura enjoys baking, boating, gardening with her kids and traveling with her family in their motorhome. She serves as a volunteer on the leadership team at MomCo (formerly MOPS).