CFP®, Director of Client Services
Lauren is a Director of Client Services at Apexium Financial. She is responsible for assisting clients with their investment accounts, performance reporting. She is also part of our financial planning team and helps clients with cash flow reports, tax and retirement planning.
Prior to joining the team in 2017, Lauren was a client service manager at CIBC Atlantic Trust Private Wealth Management. Lauren graduated from Quinnipiac University, where she earned her B.S. in Economics. She holds the Certified Financial Planner™ certification.