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.

Personal Interests

Lauren enjoys golf and is a former Oklahoma State University golfer.