Lauren is the Head of Account Operations at our investment firm, where she ensures smooth, efficient operations and exceptional service for clients. Since joining the firm in 2003, she has brought over 20 years of experience, deep institutional knowledge, and a steady, client-first approach to her leadership.

Lauren has been instrumental in supporting advisors, streamlining processes, and upholding the high standards that define a fiduciary, fee-only practice.

Outside of work, she enjoys spending time with her husband and their four children, balancing family life with her professional dedication.