Lauren has worked in finance since college, specifically in financial planning since 2017. Her path to the financial services industry was a bit different than her parents, though. She actually started her career in finance with The Walt Disney Company. Although she enjoyed working for Disney, she felt like something was missing. You. Being able to help you. Being able to make a difference in your life.
So, Lauren moved back to New England with her husband, Jake, to pursue her dream of helping people in a place that always felt like home. Her approach to working with each and every client is understanding your goals and discovering ways she can help you pursue those goals through tailored solutions and comprehensive financial strategies.
Similar to her dad, most would say work is Lauren’s hobby, but she enjoys spending time with her husband & son, Everett, as well as exploring with their dogs, renovating their historical home and making new memories with family and friends.
With a family motto of all in, you will feel as though you are not only an extension of this family, but that Michael, Lauren, Jordan, and Shellie are all in on helping you as you pursue what is important to you.