Lauren, Director of Client Engagement
Lauren started at Chesapeake Financial Advisors in the summer of 2019 as the Director of Client Engagement. Her focus is to help clients get started on their journey to financial peace of mind and to engage each new client through the process of securing their financial future. Lauren’s professional experience started seven years ago at ALTEK Information Technology as the firms’ National Account Manager, which included serving the nation’s largest healthcare insurance companies. She ran her own marketing and business development firm for a few years before starting at Chesapeake.
When Lauren isn’t helping her clients start their “journey to financial peace of mind” she’s off on her own journey traveling around the globe, hiking and training for her first half marathon. She also keeps busy chasing her two puppies, Cairo and Kodi, and making sure they don’t overtake her cat, Brad.
What Brought you to the area?
I grew up in Germantown, Maryland in Montgomery County and now I reside in Frederick, Maryland.
What do you love about working for Chesapeake Financial Advisors?
We all have a shared vision of doing what is in the best interest of our clients be it advising, investing, processes, onboarding, meetings…every step of the journey. Bringing that shared vision into everything we do makes for an extremely positive work environment full of energy, ideas and sincerity.
What is your favorite thing about working with clients?
Seeing their sigh of relief when they realize they are in good hands.
Which of our core values is your favorite and why?
Integrity – you can’t have any of the others without this first.
Do you have a professional mantra?
Happiness is not a state to arrive at, but a matter of traveling.
What is your favorite quote?
“You’ll never know until you go.” — My Passport