As a Certified Financial Planner™ professional, Lauren uses her 11 years of industry experience to guide clients in pursuing important goals. Collaborating with the team, she provides customized, comprehensive financial planning services for high-net-worth families and individuals. Responsive and passionate about attending to the details, she builds strong relationships with clients. “They know I will be by their side for each milestone and financial matter in their life,” she says.
After earning a bachelor’s degree in finance from Cleveland State University, Lauren joined UBS in 2010, where she obtained the title of Wealth Management Associate. In 2019, she joined Raymond James along with the LeClair Wealth Management team, drawn by the firm’s client-first culture. She also has attained the prestigious CFP® certification. She upholds the high ethical and practice standards established by the CFP® Board and has volunteered with the CFP® mentor program.
Originally from Cleveland, she lives in Lewis Center, Ohio, with her husband, Dustin, their daughter, Amelia, and their son, Beau. In her free time, Lauren enjoys running, volunteering in her community, traveling and spending quality time with her family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.