With over a decade of experience in the financial services industry, Lauren brings a broad range of expertise in operations, recruiting, licensing, and back-office broker-dealer processing. Since 2012, she has honed her skills in optimizing operational efficiencies and enhancing client service. As the Director of Client Services at Diversified Wealth Management, Lauren leads a team dedicated to streamlining processes and developing advanced electronic solutions that improve both internal workflows and the overall client experience.
In addition to her leadership role, Lauren provides invaluable support as an assistant to multiple advisors, helping them manage client relationships and operational needs seamlessly. Her ability to simplify complex operations and her focus on client satisfaction has made her a key contributor to the firm’s success. Outside of her professional life, Lauren enjoys spending quality time with her husband, Jay, and their two children, Matthew (10) and Hannah (8).