About
Lauren possesses extensive experience in the areas of financial planning, estate planning, and family governance and education. She strives to be every client’s most trusted advisor and believes the keys to successful wealth management are strong personal relationships and highly customized delivery of service. Lauren lives in Hudson with her husband, Chris, and their three children.
Professional Designations
Certified Financial Planner (CFP®)
Education
Case Western Reserve University
Master of Business Administration (2010)
The Ohio State University
Bachelor of Arts, Finance (2003)
Community
Sunbeam Board
Trustee, Hudson Montessori School
Dave Lightner
CEO/Founder
T.J. Gliha
President
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting