Lauren is an Associate for the Dallas office at Westshore Wealth, responsible for account administration and financial planning. Her skill set includes data analysis, helping client’s to organize their financial world, and producing financial planning projections. Lauren’s prior work experience includes roles at HFS Wealth Management and JCL Solutions Group. She is currently a candidate for CFP® Certification.
Lauren graduated from Texas A&M University where she earned a Bachelor of Arts in Sociology with a minor in Financial Planning. A fun fact about Lauren is that she is a fourth generation Aggie. During her time as a student, she was actively involved in the Texas A&M Financial Planning Student Association as a program ambassador. Lauren also participated in the Financial Planning Challenge – a national collegiate financial planning competition hosted by the Financial Planning Association – where she and her teammates placed eighth in the nation. Lauren is currently a member of the Dallas/Fort Worth Financial Planning Association. Lauren and her husband, Jake, enjoy spending time with family and friends, attending Aggie football games, and traveling.
Someone is sitting in the shade today because someone planted a tree a long time ago.- Warren Buffet