Lauren's responsibilities include designing and managing investment portfolios, as well as establishing, implementing, and maintaining financial plans. Lauren is also responsible for client account management, financial reports, client presentations, financial reports, and coordinating communication with our clients. She coordinates and implements financial and tax strategies to assist families in managing and preserving their wealth.
Lauren has Series 7 and 66 licenses and through LPL Financial is an LPL Investment Advisor Representative and LPL Registered Representative. She is licensed in Arizona as an Insurance Agent for life insurance, variable life insurance, variable annuities, and health insurance. She is also a Notary Public in Arizona.
Lauren is a Certified Public Accountant, licensed in Arizona. She graduated from Arizona State University with a B.S. in Accountancy, where she received the New American University Provost’s Award.
Lauren has earned the professional designation of Esquire. She earned her Juris Doctor degree from the University of Arizona James E. Rogers College of Law, where she received the Dean’s Achievement Award (a full-tuition, merit-based scholarship).
Known for her attention to detail and strong analytical skills, Lauren is passionate about solving problems and delivering high-quality service. She sets high standards to ensure every client feels supported and confident in their financial, tax, and estate planning strategies.
Outside the office, Lauren enjoys an active lifestyle filled with CrossFit, weightlifting, mountain biking, tumbling, and travel. She especially loves exploring new cultures and countries with her twin sister.
Wealth Advisor
LPL Financial Investment Advisor Representative | CPA | Insurance Representative
Phone: (602) 953-5000; Fax: (602) 953-5095; Lauren@LofyGroup.com
Lofy Group Wealth Management, Inc.
www.lofygroup.com
Attorney at Law
Phone: (602) 996-7400; Fax: (602) 996-5333; Lauren@LofyGroupLaw.com
Lofy Law, PC
www.lofygrouplaw.com
Certified Public Accountant
Phone: (602) 443-2100; Fax: (602) 443-2101; Lauren@LofyGroupTax.com
Lofy CPA, PC
www.lofygrouptax.com
Securities and advisory services offered through LPL Financial, a registered investment advisor and Member FINRA/SIPC. Legal and accounting services provided are not affiliated with LPL Financial.