Laura Flannery

Laura Flannery , Marketing Director
Laura has been with our team since March of 2014. She grew up in Carmel, California, and moved to Palm Desert in 1987. She has directed vital aspects of a wealth management company, including managing the business, accounting, and the development of marketing and advertising materials. In addition to her career, Laura volunteered as PTO Treasurer at Palm Desert High School and managed their social media page. Her son, Ryan, graduated from Palm Desert High School, then attended Cal State Fullerton. Ryan now lives in Arizona and has his own real estate business. Laura coordinates all marketing, advertising, and social media needs for our business, including designing our brochures, marketing material, updating our website, and sending out e-blasts. Laura brings valuable experience, creativity, energy and customer service to our team.