Head of Operations, Managing Director
Laura is one of the founding members of Wellspring and has been working with high-net-worth individuals and families for over 25 years. She brings extensive client service and operational experience to the Wellspring team. Since being promoted to the Head of Operations in 2017, her focus has been the internal operations of the firm which includes general office management, compliance, staff workflow, and oversight.
Prior to Wellspring, Laura served as a Client Planning Administrative Associate at Chess Financial Corporation.
Laura earned her Associate Degree in Office Administration from Lakeland Community College and the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning.
April 20, 2022
New Wellspring Team Members
February 2, 2022
January 28, 2020
Katie Madzsar Announcement