Lauren Olsen Client Service Manager


  • Transactions (Trades, Money Movement, Roth Conversions, Excess IRA/Roth IRA Contributions Removal)
  • Account Questions
  • Death and Divorce Settlements
  • New Account setup
  • Financial Plan Data Entry

Lauren has been a part of the industry for over seven years, bringing with her poise and astute knowledge of the client services side of the business. Some of Lauren’s strengths involve quick turnaround times and streamlined efficiencies in our digital office procedures. Her passion for building relationships and serving others according to what’s important to them creates a compassionate environment for her work with clients, and is also a valuable aptitude as she works toward earning her industry licenses.

Lauren has been in the industry since January 2014 and quickly put her skills from a career in special education to use in caring for the clients and staff she serves. With a heart for the community, Lauren has served as the head coach of the women’s soccer team for her alma mater, Maranatha High School, since 2014. She resides in Lenexa with her husband.