Our finances touch every aspect of our lives. So, working with a financial advisor can have a positive impact on our own financial well-being, but also on our loved ones, future generations and even our community. It’s important that we, collectively, leave a positive contribution.

My branch team finds purpose in helping retirees overcome complexity, live comfortably and create meaningful legacies for their families and communities. We are intentional in understanding what our clients find most important. We use an established process to build personalized strategies for every client, and we partner with them to help keep them on track.

Community is important to us. We are passionate about helping families care for children with special needs, and we partner with local resources and charities that provide services for their unique circumstances. We also help organize the Walk to End Alzheimer’s each year and host seminars for the community on financial wellness, legacy strategies and entrepreneurship.

I am currently working towards my CFP® designation, and completed my CFP® education at Florida Atlantic University. I earned my BS in finance from The Perdue School of Business at Salisbury University. I am a recipient of the Edward Jones Spirit of Caring Award, recognizing financial advisors who exemplify the values, culture and spirit of giving back.

My family and I live in Stuart, just a few minutes from the office. At an early age, my son, Jonathan, was diagnosed with ASD. So, our family spends most of our free time helping Jonathan live his best life. If you’d like to catch up with us, just stop by the Masonic Lodge in downtown Stuart on a third Saturday for breakfast – I am usually washing dishes or flipping the pancakes.

Lauryn studied at the University of Florida and earned a bachelor's degree. Lauryn worked many years at the local newspaper while raising her daughter, Kelsey.

Please feel free to reach out to schedule your appointment.

Focus areas

  • Wealth Strategies
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Fishing
  • Health & Nutrition

Office Information

Office Address

10 SE Central Parkway Ste 315 Stuart, FL 34994

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Branch Team

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