Having informally started her career as an intern in Morgan City in 1997, Lauren has truly grown with the firm of Darnall, Sikes & Frederick. Lauren is now a Shareholder of the firm and serves as a member of its Tax Committee. The core of her service relates to taxation, business consulting, and retirement planning. After graduating Summa Cum Laude from Nicholls State University in 1999, Lauren earned her CPA license in 2000.
By demonstrating her combination of tax and financial planning experience, Lauren was granted the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 2008. Lauren is a member of the AICPA and the Society of Louisiana CPAs. Lauren has passed the FINRA Series 7 and Series 66 exams, which allow her to offer qualified assistance with the financial and investing needs of her clients. She is a registered representative of Avantax Investment ServicesSM.
For Lauren, having a servant's heart is apparent in her practice. By offering her clients caring, personalized services in a timely manner, she lets them know that she is truly invested in their success.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.