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  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
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Our Team

Lauren O’Brien, CFP®, CPA

Senior Wealth Advisor Contact Me

 

 

Life is not a dress rehearsal. You have this one very special opportunity to get the most out of this journey we call life. The roads you take and the decisions you make on this journey create your ultimate experience. Do you have a roadmap to help you navigate your journey?

I am a CERTIFIED FINANCIAL PLANNER™ professional committed to helping my clients on their life journeys with thorough financial planning. We partner together to create a roadmap. I believe in building your confidence in your financial decisions. I am a strong proponent of ongoing financial literacy and education.

My journey has afforded me previous opportunities to work in three continents with several prestigious firms, including Wells Fargo Advisors, Bank of America Merrill Lynch, and Deloitte. Fully bitten by the travel bug, I continue to enjoy travel both locally and globally. I recently visited my 43rd state in my quest to see all 50 states in the USA, and I have travelled to six of the seven continents over the last decade.

I am proud of my commitment to my community. I live in Old Town Alexandria, Virginia. I am the lead organizer for TEDxOronocoBayPark, Alexandria’s first exclusively community-focused TEDx program that is dedicated to the TED mission – ideas worth spreading – in our local community. I continue to lead my local alumnae community for my alma mater, The University of Notre Dame. We inspire others through programs that encourage empowerment and leadership development.

My own roadmap and the decisions I make are built upon the foundation that life is not a dress rehearsal. My core purpose is to have a lasting impact on my clients and my community.

How can I help you navigate your journey?  Let’s get started.

Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.  Investment advisory services offered through Lara May Advisors, a division of XML Financial Group.

 

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

 

 

Life is not a dress rehearsal. You have this one very special opportunity to get the most out of this journey we call life. The roads you take and the decisions you make on this journey create your ultimate experience. Do you have a roadmap to help you navigate your journey?

I am a CERTIFIED FINANCIAL PLANNER™ professional committed to helping my clients on their life journeys with thorough financial planning. We partner together to create a roadmap. I believe in building your confidence in your financial decisions. I am a strong proponent of ongoing financial literacy and education.

My journey has afforded me previous opportunities to work in three continents with several prestigious firms, including Wells Fargo Advisors, Bank of America Merrill Lynch, and Deloitte. Fully bitten by the travel bug, I continue to enjoy travel both locally and globally. I recently visited my 43rd state in my quest to see all 50 states in the USA, and I have travelled to six of the seven continents over the last decade.

I am proud of my commitment to my community. I live in Old Town Alexandria, Virginia. I am the lead organizer for TEDxOronocoBayPark, Alexandria’s first exclusively community-focused TEDx program that is dedicated to the TED mission – ideas worth spreading – in our local community. I continue to lead my local alumnae community for my alma mater, The University of Notre Dame. We inspire others through programs that encourage empowerment and leadership development.

My own roadmap and the decisions I make are built upon the foundation that life is not a dress rehearsal. My core purpose is to have a lasting impact on my clients and my community.

How can I help you navigate your journey?  Let’s get started.

Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.  Investment advisory services offered through Lara May Advisors, a division of XML Financial Group.