Lauren serves as the Client Service Associate. She oversees account administration and maintenance, and supports clients in their financial transactions. She works with new and existing clients to service all financial requests and inquiries as well as coordinating and documenting transactions. Lauren acts as the company liaison with Fidelity Institutional Wealth Services, third party investment managers and other outside agencies. She manages client relationships and helps support all facets of the advisory process and client experience.
Lauren grew up in Western Springs, IL and graduated from Denison University in Granville, OH.