LAUREN STANSELL, CFP®

PARTNER • FINANCIAL PLANNER

Lauren Stansell, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP® Certification Education Track, a CFP Board-Registered program in December 2012. Lauren passed the CFP® exam in July 2014 and became a CFP® professional in February 2015. Lauren is currently pursuing her Master’s in Advanced Financial Planning with a concentration in Taxation through Golden Gate University.

Lauren co-founded the Financial Planning Association (FPA®) Student Chapter at Virginia Tech and was the first president of the organization. In the first year of its existence, the chapter grew to over 70 students, making it the largest student chapter in the country. She handed off leadership after the first year, but loved staying involved and helping the chapter advance. Lauren enjoys engaging with the next generation of financial planners; she served as the Co-Director of NexGen for the FPA of the National Capital Area and is now serving as the Director of Marketing Communications for the FPA of San Francisco. She is a graduate of FPA’s Residency Program and had the honor of serving as a Mentor to the Residents at the June 2019 Residency Program.

In her free time, Lauren enjoys spending time with family and friends (and her dog, Bella), hiking, exploring new cities and areas of her home city (San Francisco), horseback riding, trying new restaurants and recipes, and enjoying a jog along the San Francisco Bay.

Client Focus: As a Financial Planner, Lauren strives to empower Clients to pursue their Live Big lives, to be their “deep breath” in times of need, and to facilitate and participate in the meaningful relationships built. Lauren is also deeply involved in Yeske Buie’s recruiting, hiring, onboarding and training processes; always working to ensure Yeske Buie’s processes are efficient, effective, and up-to-date.

Current Update: Lauren is in her final semester of graduate school and enjoying all of the wonderful learning in her two courses. She’s taking a course on Financial Life Planning and has enjoyed the class discussions and new ideas from classmates, guest lecturers, reading assignments, and personal money history and attitude exploration work. She’s also taking the capstone cases course and enjoying learning new ideas and communication techniques from classmates. Everything she’s soaking up and experiencing relates directly to her day-to-day work with Clients!

Lauren was invited to join an Emerging Industry Leaders study group and recently attended the inaugural meeting in Seattle. The group is full of great peers with diverse and impressive backgrounds. She is thrilled to have the opportunity to learn from this group and have them as a sounding board for ideas and questions.

Lauren is looking forward to a few relaxing days in Cabo over Thanksgiving and excited to spend time with family over the holidays.