Lauren is a CERTIFIED FINANCIAL PLANNER™ Professional and financial planner on Longview’s Financial Planning Team. She enjoys partnering with clients to help them navigate through financial complexities and realize their financial goals. Lauren also specializes in assisting clients with Medicare and Social Security benefits.
A native of Birmingham, Lauren returned to her home state in late 2016 after spending four years at a financial advisory firm in Nashville, TN. Lauren enjoys watching Alabama football, grilling, and spending time with family, friends, and her dogs Allie and Fraggle. She also enjoys serving as Longview’s official Grill Master and unofficial Chief Meteorologist.
- Bachelor of Science in Accounting – University of Alabama
- Master of Science – Human Environmental Science with emphasis in Financial Planning – University of Alabama
- Credentials & Professional Affiliations:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional