Lauren joined our team in January 2022 as a Client Service Associate. She handles all the service-related requests for you and your family’s accounts, and plays an integral role in preparing, organizing, and tracking all new account paperwork.
Lauren enjoys spending time and sharing new experiences with her family in the great outdoors. She loves to bake and can almost always be found in the kitchen trying out a new recipe.
She Can Help You:
- Beneficiary / Trusted Contact Updates
- Address Changes
- Account statements and tax documents
- Contribution / Distribution Requests