PARTNER • SENIOR 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 earned her Master’s in Advanced Financial Planning with a concentration in Taxation through Golden Gate University in 2019.
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. Lauren currently serves as the 2021 President of the FPA of San Francisco.
Lauren 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, and she looks forward to serving as a mentor again.
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 continues to stay busy with pending legislation (this seems to be a constant feature of her last year!). In March, President Biden introduced the American Jobs Plan, a major infrastructure plan to be funded by increases in corporate and individual income taxes (see our webinar here). Most recently, President Biden released the American Families Plan, a more detailed proposal of the individual tax increases, extended tax credits, plans for increased access for Americans to education from preschool to post-secondary education, and support for increased teacher and family support. Keep an eye out for another webinar soon with more updates as Congress discusses the proposals.
Lauren is also excited for the Yeske Buie team to be growing! We will have a new member of the team joining us this summer in Virginia, and have two open positions for new team members to join us in San Francisco.
And Lauren’s family is also growing! She and her husband, Daniel, are expecting their first child, a baby girl, in September 2021!