Lauren has been providing investment advice to high-net-worth individuals, families, and institutions for 17 years – with a specialization in complex financial planning and tax-efficient portfolio construction. She advises clients on vital financial matters, including employer stock option optimization, wealth transfer strategies, and concentrated equity strategies. She also helps families navigate competing financial goals, such as saving for college and planning for retirement, while optimizing for other financial decisions along the way.
After graduating with a B.A. in Economics and Accounting from Claremont McKenna College, she worked with ultra-high-net-worth individuals and families to provide portfolio construction, asset allocation, and financial planning advice at Harris myCFO and Brownson, Rehmus & Foxworth. She also advised business owners on the sale of their companies as an investment banking analyst at Barrington Associates.
Prior to joining Farther, Lauren was Executive Vice President with Mirador Capital Partners – where she advised clients, wrote proprietary research, and chaired their investment committee. In Lauren’s previous role as Vice President and Director of Investments at First Republic, she was responsible for establishing the investment strategy and overseeing the implementation and performance of over $2 billion of fiduciary investment portfolios.
A native of Seattle, Lauren now resides in Livermore, CA with her husband and four children. She enjoys snowboarding, wake surfing, playing the piano, and cheering on the 49ers.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
