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Mallory Kretman, CFP®

Wealth Manager / Shareholder

“I was drawn to Laurel Wealth Planning because of our emphasis on the importance of each client. I love being part of an environment that truly values the relationships we are building and a commitment to results.”

Mallory serves our clients as a Wealth Manager, focusing on meeting our clients’ goals through deeply knowing them, while offering compassionate and easily-understood financial advice. In serving and advising our clients, Mallory leverages her own skills and our team-based approach, including our investment, tax, and estate planning specialists. She also manages our client service personnel, working closely with Laura and the team to create the close relationships Laurel Wealth Planning is known for.

Mallory joined Laurel Wealth Planning in 2011, initially in client service. Mallory’s dedication to our clients and our values, along with her strong initiative, have earned her regular promotions, including to her current role.

Mallory holds the Certified Financial Planner (CFP®) credential, is fully licensed, and to enhance her advanced planning skills, is pursuing graduate work in financial planning. She earned her Bachelor’s degree from the University of Wisconsin-La Crosse, where, due to her broad interests, she studied the liberal arts, graduating with high honors, i.e., Magna Cum Laude. While at college, she was invited to membership in the Golden Key National Honor Society, National Scholars Honor Society, and Eta Phi Alpha Honors Fraternity. Mallory was also responsible for paying her own college tuition and living costs by working many hours at a retail clothing store.

Mallory’s wisdom comes from more than formal study and professional experience.  Raised by a single father, Mallory was devastated to find out in her mid-twenties that he had terminal cancer. With a younger sister still in high school, Mallory moved home to look after her father and sister, managing as the point of contact with hospice, assisting with his care and being with him as he passed. She and her siblings coordinated his funeral and she remained at home for several more months to support her sister. A few years later, her grandmother required nursing home care. Again, the family turned to Mallory. She became the main point of contact with the nursing home, organizing her grandmother’s financial matters and making sure she was comfortable until her passing. Mallory credits both of these experiences for giving her strength, perspective and compassion.

Mallory loves to read books ranging from historical fiction to the Harry Potter series to authors of the 1920s. She is also a self-proclaimed “wine enthusiast” and has toured vineyards in the Loire Valley and the Champagne region of France. Mallory also enjoys “the little things” in life, like a strong cup of coffee and spending quiet nights at home with her husband, Hank, and their yellow lab, Penny. 

 
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Activities

Speaker, “Client Financial Well-Being Post-Divorce,” March 2019. Featured speaker at the annual Family Law Institute. Mallory provided expert financial planning information on post-divorce planning checklists and resources to family attorneys and other family law experts.

Credentials and Licensing

Certified Financial Planner
The CFP® mark signifies substantial training and experience in financial planning, as well as an expectation of practice according to rigorous ethical standards.

Series 65 License
Licenses the holder to give investment advice.