Laura Berg

Director of Operations & Momentum

Laura is originally from Iowa, and has made Colorado home. Her experience in the Financial Services industry expands in breadth and depth including working at Fidelity Investments, Janus Capital Group, Oppenheimer Funds, and Transamerica. As the Director of Operations and Momentum, Laura makes sure things get done precisely and expeditiously.

She manages client relationships, compliance, organizational processing, markets/organizes client events, supports social media development, and is our PR department. Laura’s other passion is watching her football stars win games. She has two strapping sons.

When she is not watching them win trophies, she enjoys fine wine and traveling to the beach. She has been to the Turks and Caicos, Dominican Republic, the Bahamas and Cancun.