Lauren joined RZH Advisors in December 2020 as a Senior Financial Advisor. Prior to RZH, Lauren spent 10 years at Ayco/Goldman Sachs delivering strategic wealth management advice to high-net-worth clients. Lauren was a vice president in the Goldman Sachs Family Office where she was directly responsible for helping the company’s most senior partners manage their financial affairs. Lauren has extensive experience in all areas of financial planning including taxes, estate planning, wealth transfer, investment management and retirement planning. She loves connecting with her clients and is always there to help make those important life decisions. She works closely with Dana, Carl and Spencer in developing comprehensive financial plans for our clients.
Lauren received her Certified Financial Planner designation (CFP) in 2014. She graduated from The College of Saint Rose where she earned her BA in History/Political Science and an MBA in Finance.
An accomplished lifelong soccer player, Lauren was the goalie for Saint Rose and achieved Scholar All-American honors, she also coached the team to their first National Championship. She was inducted into the Saint Rose Hall of Fame and serves on the Golden Knights Advisor Council.