Paraplanner

Professional Experience

As a Paraplanner at Petros Family Wealth, Lauryn manages the essential onboarding and firm-wide operational activities that keep the practice running at peak efficiency. From overseeing complex account maintenance to refining internal workflows and managing data integrity, she provides the organizational backbone necessary for sophisticated wealth management. Her focus on operational excellence ensures that every firm process is executed with the precision required to support the needs of the families they serve.

With a proactive approach to plan maintenance and a dedication to detail, Lauryn ensures that no element is overlooked. Her technical expertise and collaborative spirit allow the Petros team to deliver a high-touch, tailored planning experience backed by precision and care.