Lauren joined the Crux Wealth Advisors team as a Client Service Associate in 2021 at our Denver, CO office. She is responsible for managing everyday processes such as maintaining and processing new client accounts, scheduling appointments, and ensuring the efficiency of our business operations.
Lauren’s friendly and reliable approach is essential to her success and, in turn, the success of our clients. Our advisors and operations team feel comfortable going to her for training on the tools our team utilizes and the processes we follow because of her vast knowledge. She also aims to create and provide memorable event experiences for our clients. Additionally, Lauren creates a level of comfort for our clients and completes service requests promptly, allowing them to worry less about the financial planning process so they can enjoy life to the fullest.
Before joining our team, Lauren gained significant experience in the financial services industry and continues to apply her valuable knowledge to our organization. She spent the first ten years of her career as a Client Service Coordinator for two independent Ameriprise Financial Private Wealth Advisors in Bethesda, MD, where she provided general administration and operational support. Most recently, Lauren served as a Client Service Coordinator/Marketing & Events Specialist for Ameriprise Financial AAG Branches in Denver, CO, where she was responsible for coordinating client events, delivering compliance support, assisting with the onboarding of new advisors, and providing branch level operational support. Lauren earned a Bachelor of Arts degree from Trinity College in Hartford, CT, and she was a member of the Delta Delta Delta sorority during her college career.
I grew up outside of Washington, DC in the town of Laytonsville, MD. Although I live in Denver, CO now, I’m still a huge DC sports fan and keep up with all of my favorite teams. I also enjoy being creative and keeping active through my hobbies; photography, dance cardio, and hiking around the beautiful landscapes of Colorado. I also love to give back to our community through my favorite volunteer opportunities with Rocky Mountain Scottie and Yorkie Rescues and the Food Bank of the Rockies.