Lauren works directly with our valued clients, walking them through each step of account opening, executing financial requests and handling every aspect of the estate settling process. She strives to deliver an elevated client experience by resolving client requests, working through unique situations, and strengthening client relationships with the Team.
Lauren has over 20 years of experience as a Program Manager in the Energy, Transportation, and Non-Profit sectors in the San Francisco Bay Area. After moving to North Carolina in 2016, she began her career with Wells Fargo Advisors in July of 2018.
Lauren has a Bachelor’s degree in Psychology with Honors from National-Louis University. In her spare time, she volunteers on her HOA Board and various community non-profit organizations.