Experience

Lauren’s mission is to be your long-term financial advisor, preparing you for your future while protecting your finances today. She has more than 30 years of experience developing actionable financial strategies customized to your needs. Her expertise covers a broad spectrum of wealth management including, but not limited to the following areas:

Financial Planning:
❑ Goal-based financial planning
❑ Retirement savings and income
planning
❑ Qualified retirement plans consultation
and management
❑ Risk management and insurance needs
analysis
❑ Estate planning strategies
❑ Liability management
❑ Education funding needs and strategies
❑ Charitable planning

Investment Portfolio Management:
❑ Customize and implement investment
strategies
❑ Analyze market performance and
trends
❑ Identify new investment opportunities