Laurie Ortman

Principal

Phone: (402) 491-3400
Fax: (402) 496-7887
E-mail:

LAURIE J. ORTMAN

Laurie has been in the financial services industry since 1992.  She is responsible for all administrative functions including overseeing client portfolios, trading, new business processing, personnel, and accounting.

Laurie is a graduate of Bellevue University with a Bachelor’s degree in Business Communication.  She holds Series 7, 63, and 24 securities licenses as well as Life, Health and Variable contracts insurance licenses.

Laurie is active in the community, serving as past president for the American Business Women’s Association and the Field Club Homeowners’ League.  She enjoys participating in events sponsored by the Humane Society of Nebraska and her local church.

Laurie and her husband, Chas, are wine connoisseurs and dog enthusiasts.  They have been married since 2001 and have 6 children, 5 grandchildren and 2 dogs.