Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Lauren's role within the organization is managing all aspects of the day-to-day operations of the practice for advisors, staff, and clients. Originally from central Pennsylvania, Lauren moved to the southern Albany area with her husband Craig in 2012. Some of Lauren's interests include travel, photography, gardening & being a dog mom to her two pups. Lauren has been supporting financial advisors since 2012.
Behavioral Financial Advisor™
Bachelor of Arts in Psychology from Millersville University of Pennsylvania
Jennifer is the friendly voice on the phone or the smiling face that greets you at our door. Since 2017, she's been combining personalized service with genuine care for each client. Her talent for making everyone feel special and understood is just part of what makes her exceptional. Jen's passions shine through in her love for gardening, yoga, and culinary explorations.
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