Lauren joined the Iron Tree Financial team in 2025 and has over 10 years of experience in the financial and banking industry. Lauren services a wide array of clients and helps individuals and families navigate through their life goals such as retirement, college planning and building wealth. Her passion and advocacy for female empowerment, helping women to feel self-reliant and in control of their money, also brings an enormous amount of value to what we are building here at Iron Tree, and it consistently makes us just as excited to learn from her as she is from the rest of us.

Lauren's work is all about simplifying the financial world and making sure you have a plan that feels clear, doable, and aligned with your goals. She specializes in helping women to create personalized financial plans and smart investment strategies so they can move forward with confidence whether that means paying off debt, growing wealth, or preparing for retirement. Lauren works with women who are ready to take charge of their finances, professionals, business owners, moms, and women navigating life transitions like divorce or career changes. Her services are available for either a flat planning fee or a percentage of the investments she manages for you. At the end of the day, she believes every woman deserves to feel empowered, supported, and confident when it comes to her money—and that’s exactly why she does what she does. She starts with a simple conversation about what matters most to you; your goals, values, and vision for the future, from there she assembles a personalized plan to walk through with you step-by-step, and from there she checks in regularly, making adjustments as life evolves.

Lauren makes finances simple and easy to understand to those who feel overwhelmed, she ensures your investments are aligned with your values and future plans for those who want to make their money work harder, and she helps those who are in need of some structure and assurance to prepare for retirement, transitions, and unexpected life changes. She is steady in the face of adversity, supportive in light of the unexpected, and the partner anyone should want right at their side throughout their financial journey.