Lauree brings over 28 years of business experience to Blue Duck Wealth Management, delivering support to meet the needs and expectations of our clients. As Client Services Director, Lauree works directly with our clients and custodians to make sure the details of accounts are in order as well as Managing the front office.
Lauree attended Sam Houston State University, majoring in Education. She has held several managerial positions, most recently as a Sr. Manager for a credit department of 12 employees. She has owned three successful businesses. A business and office solutions company, a photography company and a direct sales company that was sponsored by Colgate Palmolive. Lauree was once identified by a high ranking executive at Colgate Palmolive as "a hot commodity with more charisma in her pinkie than most have in their entire being."
Lauree incorporates her expert experience in the business world here as though Howard Capital Management were her own business, creating an environment of organization and detailed administrative skills for the ultimate goal of taking care of the advisors and their clients.
If you're looking to get on her good side though, just get her talking about her grandkids, her photography, ANY Georgia sports team, or her 90 pound pet German Shepherd Dog, Zegen.