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
Founder, FSM Wealth
T.J. Gliha
President & CEO
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Director, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Manager, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Senior Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Jacqueline Hollan
Associate, Client Service
Mitchell Knotek
Associate, Wealth Management