Lauren has worked in finance for over 11 years, specifically in financial planning for the last four years. 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. She joins the firm with more than four years’ experience as a Financial Advisor helping numerous families and businesses reach their goals. While she is very proud of the accomplishments she made while at her prior firm, she is very excited for what is to come in this next adventure with her family.
Her approach to working with each and every client is understanding your goals and discovering ways she can help you reach those goals through tailored solutions and comprehensive financial strategies.
Similar to her dad, most would say work is Lauren’s hobby, but she also enjoys spending time with her husband, 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, and Shellie are all in on helping you achieve what is important to you.