Lauren Williams, CFP®
Advisor
Advisor
Lauren Janky, FPQP™
NEXTLea Brown, FPQP™
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
1228 15th St., Ste. 300
Denver, Colorado 80202
Phone: (303) 296-2196
Fax: (303) 623-1144
lauren.williams@tciwealth.comAdam Hicks, FPQP™
Financial Planning AssociateAddison Adelberg, FPQP™
Financial Planning AssociateAlice DeWitt
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholdersAshley Swift, MBA, FPQP™
Client Service, ShareholdersAubree Jensen
Operations, ShareholdersBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceCatherine Nichols, J.D.
Operations, ShareholdersCharlie Peck
Operations, ShareholdersChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
AdvisorsCraig Coltharp, FPQP™
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OperationsDawnette Sweet, FPQP™
Client Service, ShareholdersDebbie Hixson, FPQP™
Client Service, ShareholdersDoug Nelson, CPA, PFS
Advisors, ShareholdersGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisors, ShareholdersJen Nevenhoven
Operations, ShareholdersJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
Advisors, ShareholdersJoan Padar, FPQP™
Client ServiceJohn Stephens, MD, MBA, CFA, CFP®
Advisors, ShareholdersJosh Cohen
OperationsJosh Rennie, CFP®, AIF®
AdvisorsJustin Rodriguez, CFP®
AdvisorsJustin Thomas, CFP®
Advisors, ShareholdersKelly Cox, FPQP™
OperationsKen Riebe
Advisors, ShareholdersKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Advisors, ShareholdersLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
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Client ServiceLily Styrmoe, CFP®, CSRIC™
AdvisorsLori Booth-Houle, CPA, CFP®
Advisors, ShareholdersMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisors, ShareholdersMickey Abeshaus, MD, CFP®
Advisors, ShareholdersMike Sullivan, CFA
Advisors, ShareholdersMissy Eddy
Operations, ShareholdersNicole Gaudioso, FPQP™
Client ServiceRachel Kerswill
Client ServiceRachel McCullough
Financial Planning AssociateRobert Swift
Advisors, ShareholdersRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisors, Retirement Plans, ShareholdersSarah Oxford
Client ServiceScott Styrmoe, MBA, CPA, CFP®
Advisors, ShareholdersShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M
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Client ServiceSteve Glassberg
OperationsTammy Morgan, FPQP™
Client Service, ShareholdersToni Bilesimo, FPQP™
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Client Service, Retirement PlansVanessa Lee, CPA, CFP®
Advisors