Client Advisory

Biography

Lauren is an Associate based in Indianapolis. In her role, Lauren is responsible for supporting clients through various life events and managing their needs as they navigate financial processes. She also coordinates with custodians to help maintain client accounts and ensure transactions are processed as requested. She enjoys serving clients and enjoys the relationships and trust they place with her.

Prior to joining Cerity Partners, Lauren enjoyed 16 years in education teaching higher-level math. She then joined the SBC Wealth Management Client Service Team in 2020 where she helped to provide the highest level of client support and management of client accounts. In 2022, Lauren became Lead Client Service Associate. Her background in teaching serves as a great foundation for coaching clients through the many financial processes they will likely encounter as they navigate life.

When she’s not offering delightful client experiences, Lauren enjoys spending time with her two children, Ava and Aston. She loves to read, play board games, do puzzles, travel, shop, scuba dive, and do anything outdoors. As an animal lover, she has two Maine Coon cats, Enzo and Ziggy. Lauren is a proud supporter of the American Cancer Society.

Education

  • BS in Secondary Mathematics Education 5-12 from IUPUI-Indianapolis

Highlights

  • Certified Public Notary

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