Lauren joined Regatta Capital Group in July 2026 as a Senior Client Service Associate. She grew up in Northern California and graduated from the University of Miami, FL with a BA in Business Management and Marketing.
Lauren has worked in the financial services industry since 2011, formerly with Raymond James and Morgan Stanley. Throughout her career, she has been dedicated to building trusted client relationships, delivering personalized service, and helping individuals and families navigate important financial decisions with confidence. Lauren partners closely with advisors and clients to create a seamless experience while ensuring every client feels supported and well cared for. She takes pride in simplifying complex financial processes and providing exceptional service every step of the way.
Lauren and her husband, Brandon, are happily outnumbered by their three daughters. Whether they are spending the weekend at the beach, traveling to their next adventure, or logging countless hours coaching/cheering them on at softball, soccer and basketball games, there’s rarely a dull moment and they wouldn’t have it any other way.