Edward Jones - Financial Advisor: Lauren O'Brien, CFP®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Lauren O'Brien is a Certified Financial Planner (CFP®) and financial advisor based in Waunakee, Wisconsin. She provides personalized financial planning and investment guidance to clients in the local area. Lauren specializes in retirement preparation, education savings strategies, and tax-efficient investment management. As part of Edward Jones, she emphasizes the importance of face-to-face conversations to help clients achieve their financial goals.

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