Client Service Associate

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®)

Greatest Professional Satisfaction

Designing processes to improve an organization’s efficiency and assisting my team as they strive to meet and exceed their professional goals.

Greatest Personal Satisfaction

Setting an example for my children by training for and completing my first marathon.