Lauren serves as a Senior Retirement Strategy Manager at Summit Income Planning Group, where she leads strategy meetings and helps clients build retirement plans centered on protection, tax efficiency, and dependable lifetime income. Drawing from her background in insurance, real estate, and financial planning, Lauren offers a practical, well-rounded perspective that helps clients make informed decisions with clarity and confidence.

Lauren specializes in rollover planning, retirement income design, and asset transfer strategies. She works closely with clients to simplify complex financial decisions, reduce unnecessary fees and exposure to market volatility, and create retirement cash flow plans aligned with their long-term goals. Her approach is direct, organized, and client-first, with every recommendation built around each client’s needs, priorities, and timeline.