CERTIFIED FINANCIAL PLANNER™
Lauren joined the firm in 2008. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Lauren has completed the rigorous CFP® certification process and continues to meet ongoing certification renewal requirements. She also holds the Series 7 and 63 securities licenses as well as a license in life, disability and long term care insurance. Lauren works closely with Lynn to develop financial plans and recommendations that help clients meet and exceed their goals. Her responsibilities include client reviews, financial planning, investment research, assisting clients with financial questions and troubleshooting technology issues.
Originally from Germantown, TN Lauren has called Starkville home for over 10 years. Lauren graduated from Mississippi State University in 2008 with a Master’s degree in Business Administration. She earned her Bachelor’s degree in 2007 with a double major in Business Information Systems and Marketing.
Lauren serves as treasurer for the Starkville Bridges Out of Poverty group. She is also a member of the Northeast MS Financial Planning Association, Starkville Business Network and Starkville Junior Auxiliary.
In her free time, Lauren enjoys spending time with her husband, Bradley and their Weimaraner, Ally. Her passions include Mississippi State sports “HAIL STATE!”, the outdoors, and spending time with her friends and family.
Client Services Coordinator