Lauren is President and CEO of Thomas Financial. She is responsible for revenue growth, finance, operations and cultivating the relationships of the firm’s second- and third-generation clients, especially those of family businesses.
Lauren holds her CLU® designation and is a Certified Financial Planner™ (CFP®). She maintains her FINRA Series 6 securities license and Florida 2-15 life and health insurance license. Lauren is a Member of the Million Dollar Round Table (MDRT) and the Top of the Table.
Lauren serves on M Financial’s Wealth Solutions Advisory Committee and Investment Advisers Board and chaired the 2020 National Advisors Conference. She also serves on the Synovus Bank Advisory Board and is a member of the Tampa Bay Estate Planning Council and the Moffitt Cancer Center Merit Society.
Lauren is a graduate of the Cox School of Business at Southern Methodist University. She earned her MBA from the University of Tampa and holds a Master of Studies in Law with a focus in business law from the University of Southern California’s Gould School of Law.
Lauren volunteers her time with the Tampa General Hospital Foundation and United Way Suncoast.