Mallory Kretman, CFP®
Wealth Manager / Client Service Manager
“I was attracted to Laurel Wealth Planning because of our emphasis on the importance of each client. I love being part of a fiduciary 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 and preferences, performing analyses, and providing advice. She also manages our client service processes and personnel, working closely with Laura and the team to create the close relationships Laurel Wealth Planning is known for.
Mallory joined our Laurel Wealth Planning team in 2011, after considering other Minnesota financial advisor firms. She has earned her Certified Financial Planner (CFP®) credential and her Series 65 license (which licenses a professional to give investment advice). Her Bachelor’s degree is from the University of Wisconsin-La Crosse, where she graduated with high honors while working many hours in a retail clothing store to self-fund her education.
“Helping people is so important to me. As I get to know our clients, we build a relationship, and that is one of the best parts of this role.”
Mallory loves to read books ranging from historical fiction, to the Harry Potter series, to authors of the 1920s. She also enjoys spending time with her husband, Hank, and their yellow lab, Penny.
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.