Lauren is the founder of the Matles Private Wealth Management Group of Wells Fargo Advisors and is a Managing Director - Investments at Wells Fargo Advisors.  As a Private Wealth Financial Advisor, Lauren leverages her over 25 years of experience to provide clients with sound advice and guidance. Lauren is a CERTIFIED FINANCIAL PLANNERTM professional, and therefore focuses on preparing clients for milestone financial events.  She uses customized investment strategies and helps clients weather the ups and downs in the markets and their lives. Lauren takes pride in the opportunity to impact her clients as a trusted partner and be their first resource for their financial decisions and priorities. 

Lauren works with successful high net worth individuals and families — including business owners, retired athletes, doctors, lawyers, and other professionals — with a focus on wealth accumulation, wealth transfer, and wealth preservation. She balances big-picture thinking with sophisticated analytics to build, execute and adapt clients’ financial and investment plans. Known for her commitment to the highest standards of service and integrity, Lauren has a reputation as a steadfast client advocate who tenaciously strives to pursue their best interests.

Lauren is a graduate of Indiana University School of Business.  She currently resides in Glenview with her son and daughter. Outside of the office, Lauren values spending time with family and friends and enjoys traveling, exercising, cooking and baking — scratch-made brownies are her specialty.  It is important to Lauren that she gives back to her community and therefore she is a supporter of local education for underprivileged children, food banks, Lurie’s Children’s Hospital, mental health organizations, Hadassah, JUF, FIDF and other local organizations.

CA Insurance License Number: 0C99445. Resident State: IL.

As a Financial Advisor, Johanna has been dedicated for more than a decade to helping clients manage their finances to meet their goals. She is a seasoned CERTIFIED FINANCIAL PLANNER^TM professional and Chartered Retirement Planning Counselor^SM who focuses on helping her clients achieve what’s most important to them. Whether advising on short term goals or their biggest financial dreams, Johanna takes pride in offering guidance in a variety of areas, including investments, retirement planning, education planning, and charitable and legacy strategies.

Johanna applies her advanced knowledge and skills to help individuals and families build, manage, protect and transfer their wealth. She is committed to taking the time to listen to what her clients need and ensure they understand everything from financial terms to how their plan is structured to align with their unique goals and priorities. Johanna is known as an empathetic, easygoing and hard-working advisor who values her close client relationships, frequently goes the extra mile on behalf of her clients and always has a smile to share.

Born and raised in Chicago, Johanna now lives in Glenview with her husband and young daughter and son. Johanna believes in the importance of giving back to your community and actively supports the food banks, children’s hospitals, and cancer research. An avid traveler, she loves going to Europe, especially Italy and France. She enjoys spending her spare time with family and friends, cooking and baking.

Carrie is a financial advisor on the Matles Private Wealth Management Group of Wells Fargo Advisors.  She focuses on helping clients achieve their personal and financial goals – one step at a time. Her passion is to build long-term, multi-generational relationships that center around planning. Carrie is dedicated to her client’s success, which she accomplishes through a combination of a disciplined investment portfolio and a holistic, customized plan. 

Prior to joining Wells Fargo Advisors, Carrie worked at Merrill Lynch for over 14 years. She has earned the Chartered Retirement Planning CounselorSM, or CRPC®, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

Although she was originally born in New Orleans, Louisiana, Carrie spent most of her childhood years in Columbus, Ohio. Despite living in Ohio, she graduated from the University of Michigan where she played varsity soccer. Carrie and her family are passionate Wolverines fans who love cheering on the maize and blue.

In her free time, she is an avid runner who enjoys listening to country music to pass the miles.  Carrie currently resides in Glen Ellyn with her husband and two children.  Carrie volunteers with The Michael J Fox Foundation for Parkinson’s, and she is an active member of the Glen Ellyn Newcomers and Neighbor Club.

Kristen’s career choice was motivated by her intrigue with the world of finance and a genuine interest in helping people understand their finances so they could plan for and achieve their goals in life. While studying finance at DePaul, Kristen took an internship with Morgan Stanley in 2006.  Her success in this position lead to a permanent position as a client associate. She moved to Wells Fargo Advisors in 2013, and joined the Matles Private Wealth Management Group of Wells Fargo Advisors in 2019. 

Kristen works diligently behind the scenes to keep operations running efficiently and is critical to upholding the team’s commitment to responsiveness, reliability, and professionalism with every interaction.  Detail-oriented and dependable, she champions process and procedure, has a high level of personal accountability, and takes pride in doing things right the first time.  From account service and maintenance responsibilities like setting up new accounts and processing account transfers, to administrative functions like meeting preparations and client mailings, Kristen is an integral part of the team who never hesitates to do what needs to be done.

Born and raised in the Chicagoland suburbs, Kristen currently lives in Oak Park.  A big believer in giving back, she primarily supports causes focused on helping children. In the past she has volunteered with World Relief, Animal Care League, the Hepzibah Home, and once went on a mission trip to an orphanage in Mexico.  In her spare time, she enjoys traveling, hiking, exercise, yoga, reading, and spending time with her family and friends.

Michaela is an ambitious financial professional with a passion for trading and finance. She is a graduate of Marquette University with degrees in finance and marketing and a minor in Spanish. Since then, she has worked at Charles Schwab on the trade desk where she gained valuable experience and developed a deep understanding of the industry. Always eager to learn and grow, Michaela is committed to staying on top of industry trends and advancements and is constantly seeking out opportunities to expand her knowledge and expertise.

When Michaela isn't working with clients and analyzing market trends, she values her friends and family and prioritizes spending time with them.  An animal lover at heart, Michaela volunteers with animals for over a decade and enjoys fostering dogs in her free time. In addition to her love of animals, Michaela is an active individual who enjoys going on walks, working out at the gym, playing volleyball, and exploring local farmers markets.

With her combination of financial expertise, dedication to learning, and commitment to personal interests, Michaela is always ready to help our clients achieve their financial goals.