Designations and Licenses

Lauren is a CERTIFIED FINANCIAL PLANNER™ professional and holds a life and health insurance license in the state of California.

Experience and Education

Lauren and the wealth team she supports provide customized planning by identifying and providing wealth management solutions based on a client’s specific needs and objectives.

Prior to her current role, Lauren was a senior client service representative with Mariner. Before that, she was a senior coordinator for AllianceBernstein. While there, she partnered with multiple financial advisors to strategically develop their individual practices and proactively managed ultra-high-net-worth clients.

Lauren has a Bachelor of Arts degree in communication from the University of California, Santa Barbara.

Personal Interests

Outside of the office, Lauren enjoys playing roller derby, working out and knitting. She serves as treasurer for Hidden City Roller Derby and is a former member of Toastmasters International.