Client Relationship Lead
There’s no “I” in team, and Lauren prefers it that way. As a client relationship lead, she very much enjoys being part of a team that works together taking requests and solving issues. She especially likes the personal nature of her job, the daily interactions with both fellow associates and advisors.
Formerly a client service specialist, her current role places her as a main contact for various firms, assisting with everything from fund transfers to account setups to general inquires. Lauren joined the firm in 2015.
A Chicago native, Lauren and her husband reside in St. Charles, Missouri, with their loveable pit bull, Satchmo.