Lauren began her insurance career with Thomas Financial in 2004 and is President and CEO of the firm. 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 also 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 holds her CLU® designation, considered the premier designation for insurance professionals, and is a Certified Financial PlannerTM (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 serves on the Synovus Bank Advisory Board and is a member of the Tampa Bay Estate Planning Council and Moffitt Cancer Center Merit Society. Lauren volunteers with the Tampa General Hospital Foundation and United Way Suncoast and resides in Tampa with her husband and two beautiful children, Liam and Lola.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production.