
Lauren Loucks
Wealth Advisor
Location:
462 E 800 N, Orem, UT 84097, USA
Email:
Phone:
(801) 221-2939
Bio:
Lauren, a CERTIFIED FINANCIAL PLANNER™ professional, has been with the Diversify family since February 2014. Her extensive tax background allows her to effectively and efficiently advise clients to maximize their financial potential. She loves to think outside the box, coming up with strategies and solutions that are as unique as each of her clients.
She prides herself on taking her education seriously—both while in college and in staying current with tax law, planning strategies, and the current economic environment. Lauren has been honored to share her knowledge at national financial planning conferences and business conferences throughout her career. She graduated Magna Cum Laude from Utah Valley University, with a Bachelor of Science in Personal Financial Planning. Her awards and honors include the Dean’s Choice Wolverine Achievement Award for the Woodbury School of Business in 2015, the TD Ameritrade RIA NextGen Scholarship in 2014, Outstanding Student Award for the Personal Financial Planning program in 2016, and acceptance into the National Society of Collegiate Scholars. She served as the Financial Planning Association (FPA) Ambassador for Utah Valley University while in college and maintains her FPA membership.
Lauren's possesses a deep passion for serving others. She enjoys volunteering with and mentoring local high school and college students, pitching in to help various foundations in her community, and travels periodically with her children for service work internationally.
When not at work, you will often find Lauren with her two boys snowboarding, mountain biking, practicing yoga, or out in nature with her dogs.
Qualifications:
CFP® (Certified Financial Planner™)
BS, Personal Financial Planning, Utah Valley University
Qualifications:
CFP® (Certified Financial Planner™)
BS, Personal Financial Planning, Utah Valley University


