PARTNER / CERTIFIED FINANCIAL PLANNER™ / CHIEF COMPLIANCE OFFICER
Lauren is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a license in life, disability, and long-term care insurance. Lauren and Lynn work as a team to develop financial plans and recommendations that help clients meet and exceed their goals. Lauren also serves as the Chief Compliance Officer for Phillips Wealth Planners ensuring the firm is compliant with laws, regulatory requirements, policies, and procedures.
Lauren most recently was named to the Forbes 2024 Top Women Wealth Advisors. In 2018 Lauren was named to the Mississippi Business Journal Top 50 Under 40 Business Leaders** and the Starkville Daily News Rising Stars. Additionally, Lauren was named to the Forbes 2017 America’s Top Next-Generation Wealth Advisors*.
Originally from Germantown, TN Lauren has called Starkville home for over 20 years. Lauren graduated from Mississippi State University in 2008 with a Master’s degree in Business Administration. She earned her Bachelor’s degree in 2007 with a double major in Business Information Systems and Marketing.
Lauren currently serves on the boards for Starkville Bridges Out of Poverty, the Mississippi State MBA Advisory Board and the MS Financial Planning Association. She is also an associate member of Starkville Junior Auxiliary.
Outside of the office, Lauren enjoys spending time with her husband, Bradley, their two children Carter and Collins, and their Weimaraner, Maddie. Her passions include Mississippi State sports “HAIL STATE!” and spending time with her friends and family.
*Forbes 2024 Top Women Best-In-State Wealth Advisors: Source: America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
** Forbes 2017 America’s Top Next-Generation Wealth Advisors: Source: SHOOK Research considered advisors born in 1980 or later with a minimum of 4 years relevant experience. Advisors have built their own practices and led their teams; joined teams and are viewed as future leaders; or a combination of both. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.
*** Mississippi Business Journal Top 50 Under 40 Business Leaders: Source: Top 50 Under 40 recognizes the state’s 50 up-and-coming business leaders under the age of 40. To qualify for consideration, individuals must have been born after Dec. 1, 1977, and have lived and worked in Mississippi for at least two years. The Top 50 Under 40 program seeks to identify and recognize individuals who have made significant contributions to Mississippi’s overall economic progress, often working at their own local levels. The key to the program’s success is that individuals are nominated by friends or business associates who best know their professional and civic involvement. All of the Top 50 Under 40 recipients have involvement that goes well beyond normal working hours. Their days are extended by a large number of civic and community activities. This ranking is not based in any way on the individual’s abilities in regard to providing investment advice or management. This ranking is not indicative of the advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
Neither Phillips Wealth Planners nor any of its Financial Advisors pay a fee in exchange for any of these awards or ratings.
