Lauren Chiarelli . PMP

Client Coordinator

Client Coordinator

As a Client Coordinator, I work alongside our advisors to seamlessly bring financial strategies into reality for our clients. I support our team's mission by providing consistent, white-glove service, turning sound financial plans into lifelong partnerships.


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Meet Lauren

Experience

Experience

Lauren earned her undergraduate degree in Food Science and Dietetics from Colorado State University. She is a Project Management Professional (PMP)® and has experience with franchise and small business ownership in the hospitality and senior care industry. Building and maintaining long-term client relationships are central to Lauren's career, always putting clients’ well-being and goals first.

Outside Interests

Outside Interests

Volunteering with a local hospice for vigil support, working out before anyone in her house wakes up, listening to music of all kinds, and enjoying a peaceful moment with her husband in between keeping up with their 3 boys are all passions of Lauren's.   



You'd Never Guess

A Colorado native who has never been skiing or snowboarding?! That's Lauren. But, she has snorkeled in the Caymans! And dominating a foosball table is one of her secret skills.

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