Lauren Matles is the founding partner of The Matles Private Wealth Management Group of Wells Fargo Advisors and serves as a Managing Director – Investments at Wells Fargo Advisors. With over 25 years of experience as a Private Wealth Financial Advisor, she provides clients with thoughtful guidance and strategic advice tailored to their financial goals. As a CERTIFIED FINANCIAL PLANNER® professional, Lauren specializes in preparing clients for major financial milestones through customized investment strategies and long-term planning. She is a trusted resource and partner, helping clients navigate both market fluctuations and life transitions.

Lauren works with high-net-worth individuals and families, including business owners, retired athletes, physicians, attorneys, and other professionals. Her focus includes wealth accumulation, preservation, and transfer. She combines big picture thinking with detailed analytics to build and adapt comprehensive Investment plans. Known for her integrity and dedication, Lauren is a steadfast advocate for her clients and consistently pursues their best interests.

A graduate of Indiana University’s School of Business, Lauren lives in Glenview with her son and daughter. Outside of work, she enjoys spending time with family and friends, playing pickleball, traveling, exercising, and cooking—especially her signature scratch-made brownies. Lauren is deeply committed to giving back and actively supports causes related to education, children’s health, mental wellness, and community development, including Lurie Children’s Hospital, The Marko Niketic Foundation, Hadassah, JUF, FIDF, and local food banks.

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

Johanna Laudicina is a Financial Advisor with the Matles Private Wealth Management Group of Wells Fargo Advisors. With more than a decade of experience, she is committed to helping clients manage their finances and pursue their most important goals. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor℠, Johanna provides guidance across a wide range of areas including investment management, retirement and education planning, and charitable and legacy strategies.

She is known for her thoughtful and approachable style, taking the time to understand each client’s unique priorities. Johanna ensures her clients feel informed and confident by clearly explaining financial concepts and how their plans are designed to support their long-term success. Her clients appreciate her empathy, dedication, and willingness to go above and beyond.

Johanna was born and raised in Chicago and now lives in Glenview with her husband and their two young children. She is passionate about giving back and actively supports local food banks, children’s hospitals, and cancer research. In her free time, she enjoys traveling to Europe, especially Italy and France, as well as cooking, baking, and spending time with family and friends.

CA Insurance License Number: 4412276. Resident State: IL.

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.

CA Insurance License Number: 4412513. Resident State: IL.

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 has volunteered 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.