As an Advisor, Lauren leads a select number of client relationships while also providing tax planning support to help both her clients and colleagues better understand complex tax situations, including how they may affect investment strategy. "Along with my client relationships, I enjoy collaborating with our team's estate planning attorney and other Advisors to help deliver a comprehensive approach with the best possible solutions for our clients," said Lauren.
Lauren enjoys mentoring younger team members. In particular, she has a heart for serving and elevating women who want to be educated and empowered in their financial decisions. "From the moment I met founding partner Diane Compardo, I was inspired. She is the mentor I have been searching for my entire career, and I plan to pay that forward by mentoring other professionals in our industry", Lauren added.
Lauren graduated from Southern Illinois University Carbondale with bachelor's degrees in accounting and finance. She holds the Certified Public Accountant (CPA) designation along with Series 7 (General Securities Registered Representative) and 66 (Uniform Registered Investment Advisor) securities registrations. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™ professional certification.
Lauren is a devoted working mother to a 5-year-old son and two-year-old boy/girl twins. In her "free time" she finds cooking to be a relaxing and creative outlet. Lauren and her husband are deep-rooted residents of Edwardsville, Illinois and are fortunate to be surrounded by close family and life-long friends.
- B.S., Accounting, Southern Illinois University Carbondale
- B.S., Finance, Southern Illinois University Carbondale
- Certified Public Accountant (CPA)
- Series 7 (General Securities Registered Representative)
- Series 66 (Uniform Registered Investment Advisor)