Lauren Lofy’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, tax, and legal strategies to assist families in managing and preserving their wealth.
Lauren has Series 7 and 66 licenses and is registered with LPL Financial as an Investment Advisor Representative and 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 an Attorney at Law, admitted to practice in Arizona. 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). She was a Managing Editor and Member of the Arizona Law Review. Lauren’s Note (a 30 to 40 page research paper that discusses and analyzes a novel legal issue) was published in the Arizona Law Review. Lauren also earned J.D. Certificates in Tax Law and Policy as well as Transactional Business Law.
Lauren is a Certified Public Accountant, licensed in Arizona. She graduated magna cum laude with a B.S. in Accountancy from Arizona State University, where she received the New American University Provost’s Award.
Lauren’s strengths include attention to detail, and analytical and organizational skills. She has a passion for finding solutions to any problem. Lauren sets high standards and expectations to meet our clients' needs by providing assistance in a timely, friendly and proactive manner.
Lauren’s hobbies include spending time with her family and friends, while enjoying CrossFit, weightlifting, mountain biking, pickleball, volleyball, 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.