Meet the Founder
With over 15 years of experience in financial services and wealth management, Lauren Sekerke has a keen understanding of the financial advice industry. She has spent the majority of her career helping financial advisors scale and grow their practices with technology and outsourced practice management solutions.
Previously, Lauren worked for Morgan Keegan and Dimensional Fund Advisors and was a partner in a Memphis-based RIA. She has an MBA from the University of Chicago Booth School of Business and holds the Chartered Financial Analyst (CFA®) designation.