Lauren Whelan


Tel: 1-800-525-4075

Lauren joined the firm in 2013 and supports the Advisor Team in all aspects of client service. She is responsible for account opening and maintenance, distributions, contributions, rollovers, and account transfers.  Meticulous by nature, Lauren reviews the paperwork that comes across her desk with a fine tooth comb.

Lauren is a graduate of Philadelphia University, a member of the Pennsylvania Association of Notaries, and has prior experience in customer service, retail management, sales and product development.

REQUEST A FREE CONSULT: 1-800-525-4075