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Lauren Williams, CFP®

Advisor

My clients always come first. I will work relentlessly hard for them. I am an advocate and am here to help clients accomplish their goals, providing them with flexibility, freedom and financial expertise to add value to their life and help exceed their every goal.

I enjoy the financial planning process helping clients achieve their dreams and have always wanted to help people. This is the perfect blend of both. The best part of the job is the peace of mind clients’ feel when we are working together to address financial questions and helping keep them focused on the things that matter.

I was introduced to the idea of being an Advisor and client advocate by my Dad, who is also in the financial services industry. After getting my Bachelor of Arts in Psychology from Miami University, I decided to get my Master’s in Business Administration from Xavier University. From then on, I was focused on being a wealth advisor and joined TCI almost three years ago to pursue this passion.

My background in psychology and my family’s experience in this industry combined with my own training and financial expertise gives me a unique perspective working with clients. Marrying these disciplines makes me a much better financial planner. It helps me understand financial frustrations, to listen to concerns and answer questions, to appreciate my clients’ needs and to be their advocate in all aspects of financial investment.

I also care deeply about, and try to stay actively involved in, a variety of social and charitable causes such as animal warfare, social justice and environmental issues. For me, happiness is a mindset and I think it’s important to always be a human “doing”, rather than just a human being. Whether it’s professional relationships or personal achievements, I try to approach every new challenge positively and proactively, and to never become stagnant.

TCI encourages me to pursue the things I’m most passionate about and they provide the resources, training and expertise to ensure I can guide my clients to also live their financial lives in harmony with what they value most. Our firm cares about each client and every employee because we know that it’s the relationships we have that impact our life, not the things.

Working together with clients to help navigate life’s financial complexities is truly exciting. And educating people on how to make mindful decisions to pursue their definition of success is what drives me.

Combining my diverse background, my love of learning, my passion for social causes, and my desire to try new things is what I love best about being a financial planner with TCI. But building strong, successful relationships and providing sound advice – with the client at the core of every interaction – is what makes this job so special.

Accreditations, Awards & Accolades

  • CFP – Certified Financial Planner™ 
  • Master’s in Business Administration from Xavier University and Bachelor of Arts in Psychology from Miami University

Get in touch with Lauren Williams, CFP®

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

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