I’m passionate about helping you grow and make strong financial decisions.

Meet Lauren

My goal is to continuously use my talents to encourage greatness for all that I interact with. There’s freedom in applied knowledge. I am passionate about making difficult concepts, especially numerical, understandable and relatable. I have been connected with numbers since a young age and have always found a way to incorporate them into my world. Now I know my love of numbers does not exist for everyone. That brings me here! Let me take the thing that brings you stress, disdain, maybe even downright anxiety and turn it into ease.

What Led Me Here

My background is centered around a love of numbers and a love of people. I attended the University of Alabama at Birmingham, where I received two bachelors degrees. One is in finance and the other is in mathematics.

Following the completion of my degrees, my career was focused on financial roles. I had the opportunity to gain experience in consumer loan modification, business credit analysis, treasury, collections, and parts of accounting. While learning these skills were exciting, life created an opportunity for me to utilize my mathematics degree. I was able to teach high school mathematics for two years.

Through this experience, I was able to build more empathy, patience, and understanding. Also, I was able to hone my ability to break down information in a way that a large group can understand.

My education and experiences (personal and work-related) fostered growth in my mindset and pushed me to educate myself further. I attended Liberty University, where I completed a masters in applied psychology.

Today, I work towards utilizing all the skills I have gathered, whether in an entrepreneurial manner or within a company. Also, I am continuing to further my education by obtaining my MBA. I believe my understanding of people and understanding of numbers and data help to make the individuals and businesses that I partner with successful.

I can help.

Assess your money position

One of the hardest steps is determining your starting point and learning how to move from there. Understand where you are financially so that you can know where to go.

Build your confidence

It can be difficult feeling comfortable about your money decisions, even when you’re successful! Build confidence in your options and decisions professionally and/or personally.

Expand your potential

I want to help you meet your maximum potential, whether if it’s helping you organize and track your finances or make decisions that expand your financial world.