Our Team
Lauren Peerless
Client Service Associate
As a Client Service Associate, Lauren assists clients with a wide variety of requests. Whether it is opening an account or completing a transfer, Lauren strives to provide an outstanding client experience from start to finish.
Lauren graduated from the University of Wisconsin-Madison with a B.S. in Consumer Finance and Financial Planning. However, Lauren’s professional journey began in hospitality. Through this work, she was able to live her dream of traveling and getting to know people and cultures from all over the world. Lauren’s positions typically were in finance and operations where there is always a puzzle to solve. Being able to combine this skill set with a love of helping people is what eventually drew Lauren to financial planning.
On a Personal Note
Lauren, her husband Dan, and their two teen boys live in the Chicago suburbs. Lauren and Dan met in Denali National Park, Alaska where they worked for the summers. Their love of travel and the outdoors continues to be a center point of their free time, especially as a whole family. Despite growing up in Illinois, Lauren is a huge Green Bay Packers fan!