

Laura Carlson
Laura Carlson brings 30+ years of operations and trading experience and has been with the team since 2014. She focuses on streamlining processes to improve performance and client experience. Laura and her husband enjoy time with their grandkids and kayaking around Spokane.
Laura Carlson joined our team in June 2014 and has over 30 years of operations and trading background. She brings a deep understanding into investment advisory office operations gained at local firms in Spokane. Laura’s focus is on constantly improving and refining daily activities to enhance the firm’s overall performance and the client’s experience. Her broad knowledge of the securities industry is reflected in the importance she places on data accuracy and care for clients.
Laura and her husband, Kevin, have raised their three children in the Spokane area. They enjoy cars and spending time with their family and ten grandchildren. Summer activities include kayaking in some of the beautiful lakes around Spokane.
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