Lauren joined our team in 2007. She is the primary contact for 401(k) plan sponsors and participants, assisting and coordinating plan related issues. As Insurance Coordinator for the practice, Lauren’s responsibilities include life, health and long term care insurance product research, case management, design and implementation.
Her experience with both industry regulations and the complex nature of employer retirement plans allows her to provide comprehensive service to both employers and their plan participants. Lauren obtained the Professional Plan Consultant® (PPC®) designation in 2015, continuing her studies of the retirement planning industry. She combines her ongoing studies with direct experience, in order to better serve our clients, plan sponsors and plan participants.
In addition to holding the title of Retirement Plan Coordinator, Lauren also serves as the Insurance Coordinator for the practice. Her responsibilities include life, health and long-term care insurance product research, case management and design. Lauren is responsible for direct client interaction from initial paperwork, through full delivery of new business as well as client-related service on all insurance needs.
Lauren has nearly 15 years of experience in the financial services industry. Prior to joining our team, she was employed with Fidelity Investments holding various positions. Lauren started with Fidelity’s retirement customer service group and quickly moved to a Priority Service team dedicated solely to resolving escalated and urgent client situations from start to finish. She worked closely with all departments and senior management to coordinate problem resolution for the client. After obtaining her Series 7 license, Lauren moved on to a more guidance-centered position where she provided individualized investment solutions to match customers’ needs and served as a resource for clients with tax and retirement based inquiries. While at Fidelity Investments she earned the prestigious Outstanding Service Award for her work to help the organization provide assistance to victims of Hurricane Katrina.
Lauren holds a B.A. in Psychology from Saint Michael’s College and is Life and Health insurance licensed in the State of New Hampshire. Lauren holds securities registrations 6, 7, 63, and 66 through LPL Financial.
Lauren is an active volunteer with the Children’s Hospital at Dartmouth. She resides in NH and enjoys spending time outdoors with her two children.