With more than 15 years of experience, Lauren advises several multi-generational high net worth families and family foundations on comprehensive financial planning, estate planning, philanthropic planning, legacy planning, investment management, including impact investing, and family meeting facilitation. She enjoys and values educating younger generations on a wide range of financial topics and collaborates with other professional client advisors to assure a holistic and detailed plan designed to meet each client’s unique goals and objectives. She has found particular joy through exploring the continuum of impact from philanthropy to investments and starting a financial literacy program in local schools.
- Director, Wealth Advisory
- Wealthspire Advisors
- Communicating About Wealth | Engaging the Next Generation | Family Dynamics | Family Philanthropy | Financial Literacy | Governance and Succession Planning | Impact Investing | Wealth Management
- 21/64 Approach Training | Managing Family Dynamics | Art of Facilitation