Laurel Jackson

Laurel has over 25 years providing accounting, auditing and consulting services to small businesses and individuals. She serves as the Wealth Management Assistant aiding with the daily operations of the business. She is a key liaison between our clients, financial advisors and broker/dealer. She also manages the internal reporting and compliance matters.  

Designations: Certified Public Accountant, Washington

Education: University of Nevada, Las Vegas, Bachelor of Science in Accounting