As a Client Service Associate, Lauren is responsible for providing support to the wealth managers and staff, serving as a point of contact for clients, assisting with special projects and providing account administration. Lauren recently joined Lofy Group Wealth Management. Prior to joining our firm, Lauren spent two and a half years as a personal/executive assistant.
Lauren is currently pursuing her degree in Bachelor of Science in Accountancy from Arizona State University, W.P. Carey School of Business. She has received the ASU Dean’s List Award from 2015 to 2018 and has also received the New American University Provost’s Award from 2015 to 2019. Lauren will graduate in May of this year.
Lauren’s strengths include attention to detail, analytical and organizational skills. She has a passion for finding solutions to any problem. Lauren sets high standards and expectations to meet the advisor and client’s needs by providing assistance in a timely, friendly and proactive manner.
Lauren’s hobbies include spending time with her family and friends, while enjoying biking, hiking, tumbling and other sports. She loves to travel with her twin sister, experiencing new places, cultures and people. She loves the adventure each country offers.