Lauren brings over 25 years of experience in the financial field. She began her career in audit and tax before advancing to accounting, operations, and trading roles with asset management funds including Maverick Capital and Brahman Capital. Her work demanded analytical thinking, strategic problem-solving, process improvement, and a deep understanding of financial topics, balanced by a natural talent for listening, collaborating, and simplifying complex ideas. These strengths now come together on a personal level in her work as a financial planner.
She was inspired to earn the Certified Financial Planner™ (CFP®) designation after experiencing firsthand, through her own work with an independent financial advisor, how a thoughtful, values-based plan can foster a sense of connection with one’s money and the confidence to make meaningful life decisions. She is dedicated to helping clients cultivate that same sense of empowerment in their financial lives through an approachable, tailored, and even enjoyable planning process.