Experience & Expertise

Lauren is an Administrative Associate for the firm’s Private Client Group. Prior to working in the financial field, she worked at AAA for 14 years including 7 of those years managing 11 Travel Stores. The diverse experiences allowed her to grow in countless ways, thus allowing her to excel in this new industry. In her current role, she assists the entire team with day-to-day tasks. She ensures that clients have an exceptional experience from start to finish, whether it is in person, on the phone, or by email.  She also works closely with the Financial Advisors, preparing for meetings and helping with additional projects.

Get Better Acquainted With Lauren

Favorite Thing About Working With Clients

“I love providing a high level of service to each person throughout their entire financial journey.  I treat everyone like they’re family, with respect, kindness, and compassion.”

My Philosophy On Client Service

“Clients are the backbone of our industry so naturally accuracy and attention to detail are crucial, which both coincide with my own principles. I believe that client service brings out the best in me.”