Lauren is a Director, Wealth Advisor at Cresset. Working with CEO founders, wealth creators, and families, she provides holistic wealth planning advice which begins with understanding her clients’ goals and needs. Bringing over a decade of experience, Lauren incorporates her deep knowledge of estate and wealth transfer strategy, tax planning, pre-and post-transaction planning, risk management, and investment management into the advice she provides to clients.
Prior to joining Cresset, Lauren was a Partner and Senior Director of Advisory at Brightside Partners. Before that, she served as Director, Wealth Planner at PagnatoKarp in Reston, Virginia, working with a national team advising CEO founders, wealth creators, and ultra-high-net-worth families on tax, estate planning, wealth transfer, and gifting. Earlier in her career, Lauren was a Senior Advisor at WMS Partners, a regional RIA based in Towson, Maryland.
Lauren is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER® and earned the Certified Private Wealth Advisor® designation from the Investments and Wealth Institute at the University of Chicago Booth School of Business. Lauren is also a member of the Washington D.C., and Montgomery County Estate Planning Councils.
Lauren has been recognized as a Top Financial Advisor by Washingtonian Magazine (2022) and served on the George Mason University Financial Planning and Wealth Management Board. She is a member of the Association of Corporate Growth National Capital Chapter. She holds a Master of Accounting and Finance degree and a Bachelor of Business Administration from Coastal Carolina University. Lauren resides in Maryland with her husband and three children. She enjoys a good podcast, getting outdoors, and traveling with her family.