Managing your finances well is a complex process, but you don't have to do it alone. Whether you're ready to retire, have become the sole decision-maker for your accounts, or simply want to ensure your money works as hard as you have, I'm here to help.
A common issue I've found in financial management is that advisors are only responsible for a small piece of a client’s financial life. Plus, they are incentivized to grow their client base, not deepen their client relationships.
I am taking a different approach, for your benefit. I limit the number of clients served, focus on cultivating deep client relationships, and use my experience to help manage your entire financial life.
Every story is different, get started with a complimentary introduction meeting to find out how Daybreak Wealth can help.
Lauren loves: her family, coffee, the beach, summer, flowers, cooking, logic puzzles & board games.
She enjoys all sports and proudly supports the Fighting Illini. The Patriots and Red Sox are also family favorites thanks to her husband's Boston roots.
Lauren's greatest joy is watching her three kids grow and flourish. She is grateful for every small moment.
Lauren started her financial services career working as a clerk on the floor of the Chicago Stock Exchange while earning a Finance Degree from the University of Illinois.
She spent nearly a decade at firms such as Huron Consulting Group and Citadel, but developed a desire to work in personal finance and give advice without needing to focus on product sales.
After becoming a Certified Financial Planner (CFP®), she spent nearly a decade as lead advisor and Chief Operations Officer at a personal wealth management firm before founding Daybreak.
With ongoing review and proactive planning, Daybreak Wealth ensures your financial plan supports your goals through life's changes.
Daybreak Wealth will create your personalized, comprehensive financial strategy with care and expertise.
Book a complimentary call to share your challenges and goals, and determine if Daybreak Wealth is the best fit for you.