Lauren Williams, CFP®, MBA portrait

Lauren Williams, CFP®, MBA

Advisor, Shareholder

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®, MBA

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

Addison Adelberg, CFP®, FPQP™

Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Amy Richardson, CFP®, CWS®, MBA

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Client Service, Shareholder

Ashley Boykin

Client Service

Ashley Swift, MBA, FPQP™

Operations, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Carolina Gillis

Operations

Casey O’Donovan

Financial Planning Associate

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, MBA, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Devon Brown

Financial Planning Associate

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Gladys Rice, CEP®, FPQP®

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck

Tci Emeritus

Heather Skay

Client Service

Jack Kilkenny

Operations

Jen Nevenhoven

Operations, Shareholder

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Client Service

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

Jessica Nelson, PhD, LMFT

Financial Planning Associate

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco

Financial Planning Associate

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber, FPQP™

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Styrmoe, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

Tci Emeritus

Luis Yanez

Financial Planning Associate

Marshall Riebe, M.S., FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

Tci Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Morgan Bell, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®

Financial Planning Associate

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Ryan Halvorson, CFP®

Advisor

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sarah Oxford, FPQP™

Client Service

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations, Shareholder

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Vanessa Burke Lee, MBA, CPA, CFP®, CFT™

Advisor, Shareholder

Get in touch with Lauren Williams, CFP®, MBA