Lauren is the Head of Account Operations at our firm, overseeing the day-to-day systems and service that keep everything running smoothly for clients. Since joining, she has built more than two decades of deep institutional knowledge, paired with a steady, client-first approach that shapes how the entire operations team works. Whether resolving a complex account issue or refining a process behind the scenes, she brings the same calm, detail-oriented focus to every task.

Much of what makes the client experience seamless happens through Lauren's work. She partners closely with advisors to keep their clients well supported, streamlines the workflows that keep accounts accurate and responsive, and upholds the high standards of a fiduciary, fee-only practice. Over the years she's become a trusted resource across the team—a steady presence clients may never see directly but consistently benefit from.

Outside of work, Lauren's world revolves around family. She treasures time with her husband and their four children, balancing a busy household with the same care she brings to the office each day.