Lauren enhances our team with eight years of dedicated experience in delivering exceptional customer service within the financial industry. Born and raised in Peoria, Illinois, she has cultivated a strong foundation in financial services, helping to ensure seamless operations while prioritizing exceptional customer care.
As an Operations and Planning Associate, Lauren is dedicated to supporting advisors and clients by guiding them to the appropriate resources and fostering a streamlined customer-focused experience. Her commitment to efficiency and excellence makes her an invaluable asset to our team.
Beyond her professional role, Lauren cherishes spending quality time with her daughter and immediate family. During the summer months, she enjoys relaxing by the pool, retreating to the family cottage her father built in Canada, or simply taking in the outdoors with a peaceful walk. Her enthusiasm for both her career and personal life reflects her dedication to building meaningful connections and creating lasting memories.