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. 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. Lauren served as the 2021 President and 2022 Chair 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; she looks forward to serving as a mentor again.
In her free time, Lauren enjoys spending time with family (especially watching her daughter, Nora, born in 2021, learn about the world around her and grow seemingly every day), hiking, exploring new cities and areas of her home city (San Francisco), horseback riding (she started riding when she was four years old), trying new restaurants and recipes, and enjoying jogs and long walks 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 enjoying 2023 so far and is amazed at how time is flying. Nora is now 1.5 years old and started soccer (imagine the hilarious view of 18-month-olds “playing” soccer). She is jubilant, learning fast, and growing! She loves all animals (especially dogs and birds), loves reading her favorite books 2-20 times a day, and is learning more words and animal sounds. Lauren and Daniel love seeing the world through her eyes.
At Yeske Buie, tax season is here and in full swing! And there’s no shortage of tax law updates (which seems to be the norm in the past five years). Although it can feel daunting, Lauren finds thrill in learning all the changes (thanks to some great expert resources she’s found) and sharing with the Yeske Buie Team and Clients what is happening and what we can focus on and strategize around.
Lauren is looking forward to travel and conferences in May: first she’ll head to Santa Monica for a study group meeting; then to Colorado to mentor at FPA Residency; and she’ll round out the month with FPA NorCal here in San Francisco (and Daniel’s birthday!). All of these events are sure to provide learning and connection opportunities – something we’ve all been missing the last few years.