
Monthly Recap – May 2025
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
Lauren Young holds a degree in Business Administration from Gonzaga University with concentrations in Finance and Marketing, and is a Certified Financial Planner with over fifteen years of experience in wealth management, including financial planning, trust and estate planning, and more, serving clients ranging from ultra high net worth individuals, and their heirs, to young professionals just beginning to establish themselves financially, to teens just beginning to grasp the foundational aspects of financial literacy.
Of her career, Lauren says, “I love considering all of the available wealth management tools and strategies to build and implement plans that best meet the needs and values of each client that I get to know and work with. And I especially love working across generations within families.”
She and her husband live in Colorado, with their two children, where they love bike riding, gardening, and playing sports.
Dive into the latest insights from our expert team with our personal touch.
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
May 19, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...