Paraplanner & Marketing Director
Lauren Block is a recent graduate of Whitworth University with a Bachelor’s of Business Administration in Finance and Marketing. Mentored by a CFA, she is now apprenticing under David, studying to attain a CFP and relevant FINRA Certifications to become an Investment Advisor Representative. A lifelong learner with an entrepreneurial spirit, she hopes to provide trust, optimism, and sound financial advice to existing clients as a Paraplanner and Marketing Director.
In her free time, Lauren is passionate about friendships, hiking, Brazilian Jiu Jitsu, and travel.