Contributed by: Center for Financial Planning, Inc.
Exciting things are happening this summer at The Center! We are thrilled to welcome our newest team member, Lauren Adams, as our brand new Director of Client Services. Here at The Center, we are committed to providing an exceptional level of service to our clients, and we are continuing to invest in this area by bringing Lauren aboard. And that’s not all! As one of her first responsibilities, Lauren is tasked with further growing our client service team by hiring two new Client Service Associates. We hope to be able to introduce them to you here soon.
Lauren said she was eager to join The Center after finding us on Crain’s list of “Michigan’s Cool Places to Work.”* Originally from Michigan, Lauren worked as a stock analyst and manager in Chicago for Morningstar for several years while also earning her MBA from the University of Chicago Booth School of Business and CFA®, Chartered Financial Analyst®, designation in the evening. She’s excited to put these credentials to work helping further improve The Center’s operations and contributing to our investment process.
Managing Partner Tim Wyman comments, “While working at Morningstar Lauren held a variety of roles that makes her uniquely qualified in this new Senior Manager position here at The Center. Most importantly, Lauren passionately embraces our firm values such as professionalism, a strong work ethic, and a desire to serve others.”
Lauren and her husband Chris decided to return to her home state of Michigan, but not before spending one year traveling the world and visiting over 50 countries (they were inspired by Jim Rogers’s book Adventure Capitalist). If you get the chance to speak with Lauren, be sure to ask her about her favorite countries!
*annual ranking of Michigan’s best work environments based on factors such as benefits, policies, perks, and engagement as measured by employee and employer-based surveys (awarded for 2014)