Lauren K. Beach, CFP®

Paraplanner, Investments and Retirement Plan Consulting

About Lauren K. Beach, CFP®

Lauren provides a broad range of support to the firm’s wealth management team in the provision of advice and ongoing service to prospective, new, and existing clients. In her role as a Paraplanner, she is responsible for many client administration tasks and acts as a first point of contact for clients and various third parties.

Prior to joining Dean, she served as a client support professional at Edward Jones and U.S. Trust. She earned her CFP® designation in 2011.

Lauren is a graduate of Old Dominion University in Norfolk, Virginia, where she studied Economics and Decision Sciences. Outside of work, she enjoys cooking and spending time with her young family.

I enjoy cultivating strong relationships with our clients.