Lauren’s mission is to help empower clients with the confidence and clarity to feel financially secure, now and into retirement. She believes that understanding a client’s full story, including their family, goals and values, is the foundation for creating meaningful wealth plans. By learning where clients are today and where they want to go, Lauren builds tailored strategies that align with their lives and aspirations.
Her clients come from a wide range of backgrounds, including farmers, business owners and investment bankers. She takes pride in understanding how each client built their wealth. This allows her to adapt advice and planning strategies that reflect their unique needs and priorities.
Lauren’s focus is in guiding clients through major financial transitions, such as inheritance, multigenerational wealth planning, divorce and early-career financial education. She frequently works with second- and third-generation family members on budgeting, saving and long-term wealth management. One of her guiding questions is, “What do you want your money to do for you?”
As a CERTIFIED FINANCIAL PLANNER® professional, Lauren brings deep technical expertise and a disciplined wealth planning approach to each relationship. She provides clear, actionable strategies designed to help clients achieve their goals with confidence.
Lauren joined RBC Wealth Management in 2025 after spending a decade at UBS. Prior to that, she worked as a corporate bond trader in global markets at Deutsche Bank. Inspired by her mother, also a financial advisor, Lauren always knew this was the path she wanted to pursue.

She holds a Bachelor of Business Administration from the Stephen M. Ross School of Business at the University of Michigan. In addition, she passed the Series 7, 63 and 66 exams, holds life and health insurance licenses, and earned the Accredited Wealth Management AdvisorSM (AWMA®) designation from the College for Financial Planning.
Outside the office, Lauren lives in Boca Raton with her husband and their two young daughters. Originally from Westchester County, New York, she spends summers with her family at the Jersey Shore. She is also passionate about financial education and has led seminars on Social Security to help clients better understand the program.