Prior to joining McLean, Lauren had over 15 years of experience in the financial planning industry, executing corporate retirement planning, providing participant service and education, as well as supporting the implementation of comprehensive life and long-term care insurance needs.

Education

B.A. in Psychology from St. Michael’s College

Professional Designations and Associations

FINRA/NASD Series 7 and 66
NH Life, Health, and Variable Annuity Insurance License
Professional Plan Consultant (PPC®)
Retirement Income Certified Professional (RICP®)

Helping teams work smarter by designing practical, streamlined processes is incredibly rewarding.

Completing my first marathon after months of early mornings and long runs was incredibly rewarding, but even more meaningful was showing my kids what consistency and perseverance look like in real life. It wasn’t just about crossing the finish line; it was about setting a standard they could see and hopefully carry forward.