Lauren A. Diver, FPQP®
Lauren joined the Alliance Private Wealth team in 2017. In her current role as Financial Planning Assistant, she handles the initial steps in the onboarding process which include document gathering, organizing, and analyzing accounts. Lauren works with our advisors to help clients understand the potential outcomes of their spending habits and the impact of various financial assumptions.
In addition, she provides administration support for all Alliance Private Wealth’s managed retirement plans. She offers respect, helpfulness and kindness to both clients and team members. She hopes through her work to create a positive environment where she can assist clients with anything they need. She holds a Bachelor’s in Business Administration from the University of Massachusetts at Lowell. In her free time, she enjoys cooking, traveling, hiking, and spending time with family and friends.