Lauren has over 13 years in the financial industry, focusing her efforts on assisting clients along their financial journey within retirement. While attending the University of Iowa, she studied statistics, which has driven her for developing solutions through income planning. Lauren provides an enthusiastic approach to the somewhat complicated world of finance. In her work, her goal is to provide every client with satisfaction and comfort before and during retirement. In her opinion, the best part of her job is telling a client that they are financially prepared to retire.
Outside of work, Lauren is passionate about her community and spends much of her time volunteering with local organizations that benefit the low country. Currently, she serves as a board member and the treasurer of the East Cooper Newcomers Group. Lauren also mentors women through the Center for Women and various support groups in the area. Through these efforts, her hope is to empower and educate women on their financial health and future, starting with baby steps.
In Lauren’s free time, she strives to create long-lasting memories with her family, which includes her husband, Kevin, three children, and two dogs. Their weekend activities include going to the beach, boating, paddleboarding, hiking, and enjoying all that the low country has to offer. You have a good chance of catching Lauren out running in the area and participating in various local running events.
Kevin aspires to provide guidance and long-term financial well-being for his clients. He is passionate about developing relationships with clients, learning about their dreams and helping them achieve their goals by building greater financial confidence.
Kevin has over 15 years of experience in the financial services industry, which includes wealth management, retirement planning, tax planning, and estate planning. He attended Southern Illinois Carbondale to pursue his future in the financial world, and he opened his first company in 2003. As each year passes, Kevin focuses his efforts on helping blueprint his clients’ financials to ensure a more successful financial future. He is passionate about doing what is right for his clients and believes that every client needs someone to help guide them through each step of their lives and keep them on track.
An avid outdoorsman, Kevin can be found spending time outside with his family and friends, traveling, boating, and flying. If he could describe himself in one sentence, he would quote Benjamin Franklin: “If passion drives you, let reason hold the reins.”