Designations and Licenses

Lauren is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Lauren works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Lauren was a client coordinator with Morton Wealth, where she collaborated with lead advisors and managed household relationships. Earlier, she was a client service associate and worked in private investments there.

Lauren holds a bachelor’s degree in managerial leadership and marketing from New Mexico State University.

Personal Interests

Lauren enjoys spending time outdoors at the beach, hiking and camping. She loves to travel and tries to go somewhere abroad each year.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.