Lauren is an integral member of the Cornerstone Advisors Group team. She has been with us for over seven years. She is responsible for directing much of our client relations efforts. She is instrumental in helping us develop and strengthen our current financial planning relationships. Lauren also assists in establishing relationships with new and prospective individuals, primarily those that are referred to us from our satisfied existing clients. Other efforts include; communicating information to and from our clients, helping manage her support staff and providing necessary follow up. When Lauren isn't busy helping the firm she enjoys being an avid reader, an exercise fanatic, an expert home decorator, loving Wife, and Mother to her two beautiful children, Jack and Sophia.
Lauren is the Vice President of Client Relations for Cornerstone Advisors Group, LLC and is not affiliated with Cambridge Investment Research, Inc.