Lauren began her insurance career with Thomas Financial in 2004 and became CEO in 2021. 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 is a graduate of the Cox School of Business at Southern Methodist University where she has served on the Alumni Board and is a member of the President’s Associates and Dallas Hall Society. She earned her MBA from the University of Tampa where she serves on the Financial Ambassadors’ Council and is a member of the Legacy Society. She earned a Master of Studies in Law with a focus in business law from the University of Southern California’s Gould School of Law.
Lauren holds her CLU® designation, one of the premier designations for insurance professionals, 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 has a deep-rooted commitment to her community where she serves on the Board of Directors for YPO Florida, Tampa Preparatory School, the Spring of Tampa Bay and M Financial Holdings. She also serves on the Synovus Bank Advisory Board. She resides in Tampa with her
husband and two kids.
CA Insurance License #0L02602
File 4588746
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only.For details regarding qualifications for these memberships, please visit the following website: https://www.mdrt.org/join/member-requirements/#Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.