Lauren Maher, CFP®
Designations and Licenses
Lauren is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Lauren works with an advisory team to provide personalized wealth solutions to high-net-worth families. These solutions include portfolio management, retirement income planning, insurance planning, charitable and estate planning and tax planning.
Prior to joining the firm, Lauren was a client service operations specialist at State Street Bank where she performed daily operations including account administration, calculating net asset value and reconciling final net assets.
Lauren has a bachelor’s degree in business administration with a major in finance from Oklahoma State University.
Lauren enjoys golf and is a former Oklahoma State University golfer.