meet laurie moser

TITLE
Portfolio Administrator
CERTIFICATIONS
Series 7 FINRA General Securities Representative, Series 63 FINRA Uniform Securities Agent State Law
EXPERIENCE
15 years with DeGraaf Financial
ROLE
Services individual accounts, including placing trades, processing paperwork, monitoring account activity and making sure clients are happy.
RETIREMENT STORY
Ideally, Laurie would reduce her workdays rather than retire, as she really enjoys her job and would like to continue to be involved with clients. When she does retire, she hopes to spend quality time with her grandchildren, travel with her husband, and putter around the garden and flowerbeds.

meet the team

jean birk

Jean

larry degraaf

Larry

jeannie degraaf

Jeannie

glen tautges

Glen

laurie moser

Laurie