Lauren began her career in 2005 as a financial advisor at Morgan Stanley, where she served as a primary point of contact for high-net-worth clients to help develop and maintain long-term relationships. Over the next decade, she was able to help clients and prospects determine their investment objectives and risk tolerance to craft a comprehensive financial strategy. From there, she served as the director of financial due diligence for Bowman Law Firm until 2018.
After serving clients on the independent channel for several years, Lauren co-founded WealthPoint Advisors in 2021. Using her years of financial experience, she helps clients work toward and achieve their financial and retirement objectives. As a fiduciary, Lauren has passed the Series 7, 63 and 66 securities exams and has her life insurance license.
Lauren graduated from North Carolina State University in 2005 with a bachelor’s degree in business management. She and her husband, Dean, have two daughters, Gracyn and Nora.