Experience & Expertise

Lauren is an Administrative Associate with the firm’s Private Client Group. Before entering the financial sector, she spent 14 years at the American Automobile Association (AAA), where she managed 11 Travel Stores for seven years. This diverse experience in member services helped her grow in various ways, ultimately enabling her to excel in her new industry.

In her current role, Lauren assists the entire team with daily tasks and special projects. She is dedicated to ensuring that clients have an exceptional experience from start to finish, whether in person, over the phone, or via email. Lauren collaborates closely with financial advisors to prepare for meetings and provide follow-up support. She is also part of the Operations Team, where she helps ensure that everything runs smoothly in the Lancaster office.

Get Better Acquainted With Lauren

Favorite Thing About Working With Clients

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

My Philosophy On Client Service

“Building and maintaining relationships is a crucial part of excellent client service. I am honored to be a part of our outstanding Client Service Team.”