Laura Kreta

RETIREMENT PLAN SERVICES SPECIALIST
RETIREMENT PLAN SERVICES SPECIALIST

As Retirement Plan Services Specialist, Laura focuses on applications, distributions, rollovers, loans, and other plan sponsor and participant requests. She also assists our planners in scheduling and meeting preparation.

Laura is a 12-year veteran of the financial industry. Before joining Mylestone Plans, she served as Retirement Specialist handling client servicing for more than 400 Boys & Girls Clubs retirement plan participants.

An avid runner, Laura has run multiple races to raise funds for charities such as the HHT Foundation, the National Breast Cancer Foundation and the National Kidney Foundation.

She lives in Rockville, Md., with her husband, Steve, son Nicholas, and Salty the Maltipoo.

Phone: 301.816.3196, ext. 4
Fax: 301.977.4962
Email: Laura@MylestonePlans.com