Lauren is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
Education:
Thomas Edison University, B.S., Business Administration/Marketing
What do you enjoy most about working at Modera?
I enjoy working at Modera for many reasons, but first and foremost is working with my colleagues. It is a real pleasure to come into the office every day and have such a great support system and upbeat atmosphere. Everyone works as a team and makes the time needed to help out a co-worker.
When you’re not working you’re…?
Spending my time with my family, going to Jazzercise, and enjoying the outdoors.
What is the best career advice you’ve ever received?
To always give 200% in everything I do and to be respectful of my superiors and colleagues.
What’s a destination in the world that you aspire to visit?
I would love to see Switzerland.
Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
201-768-4600
New Jersey Team
Christina Carbaugh
Mindy Cleaveland
Micala Demchak
Robert Dowling
Jennifer Faherty
John Foligno
Michael D. Gibney
Kate Guider
Kelly A. Henning
Bill Houck
Adam Leone
Anna Lui
Peter J. McKenna
Tom Orecchio
Jeanne Owens
Noemi Perez
Heather Phillips
Chuck Robertson
Ashley Santos
Kathleen M. Scala
Brian K. Schiess
Lauren Schwartz
Stephanie H. Spies
Matthew Stack