As an Operations & Compliance Associate, Lauren is dedicated to delivering exceptional client service and supporting the financial planning process through thoughtful organization and attention to detail. She enjoys building meaningful relationships with clients and helping ensure they receive a seamless and personalized experience.

A lifelong resident of Augusta, Lauren graduated Cum Laude from the University of Georgia with bachelor’s degrees in Financial Planning and Consumer Economics. Her education emphasized comprehensive financial planning, tax management, retirement, and principles of fiduciary wealth management, preparing her to support clients through every stage of their financial journey.

Outside the office, Lauren enjoys cheering on the Georgia Bulldogs, baking homemade sourdough, traveling, and spending time with her fiancé, family, and her college friends. She is also an active member of Stevens Creek Church.