Laura Countiss, FPQP™

Administrative Processes Manager

Laura joined Versant Capital Management in its inception in 2004. She possesses over 25 years of administrative experience, including 18 years in the financial services industry. She has occupied many roles during the firm’s growth, and currently serves as the Administrative Processes Manager. In her role, Laura is responsible for overseeing the Operations Department, along with managing the quarterly reporting process. She works as a liaison to the Chief Compliance Officer, helping to ensure that rules and regulations are met. Laura maintains the firm’s QuickBooks financial records. She also helps maintain Versant’s portfolio accounting system and the customer relationship management database.

Prior to joining Versant, Laura was Executive Assistant for Keats, Connelly and Associates, supporting the three owners in an administrative function, and providing back office support to the investment team. Before moving to Arizona, Laura worked at Dartmouth College in the Foundation & Corporations Relations department. She also brings 10 years of legal secretarial experience to the table.

Laura holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation and is a member of the Financial Planning Association.

Laura is a native of Massachusetts and enjoys cooking, travel, and spending time with family and friends.