EDUCATION

University of Kentucky – Finance & Accounting

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PROFESSIONAL

Lauren began her professional career in financial services with Gatewood Wealth Solutions right after graduating from the University of Kentucky. Since then, Lauren has steadily honed her skills and expanded her expertise.

 

As a Wealth Planner, Lauren is responsible for creating and proactively monitoring clients’ personalized financial plans. She collaborates with each client’s Client Care team of professionals, guiding families through critical financial decisions and life events. Her ultimate aim is to help them achieve the firm’s mission: to become and remain financially self-reliant. Her meticulous approach ensures that all recommended solutions are tailored to meet their specific needs.

 

Lauren’s unwavering commitment to client satisfaction propelled her into her additional role as Wealth Planner Manager at Gatewood Wealth Solutions. In this position, she leads the team of Wealth Planners, guiding them in providing exceptional service to our clients.

 

Lauren is a Certified Financial Planner ®(CFP®) professional, a designation that demonstrates her proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. As a CFP®, Lauren exemplifies the utmost professionalism and ethical standards in the financial planning industry.

 

Lauren holds her Series 7 & 65 securities registrations with LPL Financial, alongside her Life and Health licenses.

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PERSONAL

Originally from Belleville, Illinois, Lauren now resides in Chesterfield, Missouri with her husband, Dan Goeddel, whom she met at GWS. Together, they are proud parents to their son, Greyson, and mini goldendoodles, Chewie and Zubie.

 

As a family, the Goeddels enjoy spending time outdoors, going on walks, and spending quality time together.