About Lauren
Lauren provides comprehensive financial planning and investment management to a diverse group of new and long-term clients. She takes pride in having a deep understanding of her clients’ goals and supporting them with high-level service and thoughtful strategies appropriate for their individual, and often complex, financial situation.
Lauren has worked with various nonprofits in the US and China. She co-founded and later served as board president for Arlington EATS, a 501(c)(3) organization working to eliminate food insecurity; she was awarded a Massachusetts Unsung Heroine Award for her work in the community. In her free time, Lauren enjoys traveling, and spending time with her two sons and her husband, Dan.
Education and Professional Milestones
-Washington University in St. Louis - bachelor of arts in political science
-Boston University - master of business administration in finance, with high honors
-Member of the Beta Gamma Sigma International Business honor society
-Joined Focus Partners Wealth through the firm’s 2023 merger with Cooper Lapman Financial
-Began her career as a relationship manager at Independence Investments LLC in 2001
Lauren provides comprehensive financial planning and investment management to a diverse group of new and long-term clients. She takes pride in having a deep understanding of her clients’ goals and supporting them with high-level service and thoughtful strategies appropriate for their individual, and often complex, financial situation.
Lauren has worked with various nonprofits in the US and China. She co-founded and later served as board president for Arlington EATS, a 501(c)(3) organization working to eliminate food insecurity; she was awarded a Massachusetts Unsung Heroine Award for her work in the community. In her free time, Lauren enjoys traveling, and spending time with her two sons and her husband, Dan.
Education and Professional Milestones
-Washington University in St. Louis - bachelor of arts in political science
-Boston University - master of business administration in finance, with high honors
-Member of the Beta Gamma Sigma International Business honor society
-Joined Focus Partners Wealth through the firm’s 2023 merger with Cooper Lapman Financial
-Began her career as a relationship manager at Independence Investments LLC in 2001