Meet Lauren.

Lauren Huntsman CFP®
Lauren HuntsmanCertified Financial Planner CFP®, CSLP

“Only a life lived for others is a life worthwhile”


  • 5+ years of experience in financial and tax services
  • Thousands of tax returns prepared (not a service provided by LPL Financial)
  • 1st job – Finders Record Store (Northwest Ohio)


  • Bowling Green State University; BS in Finance, Concentration in Financial Planning
  • Certified Financial Planner
  • Certified Student Loan Professional
  • Holds Series 7, Series 63, Series 65 (held with LPL Financial)
  • Life & Health Insurance Licensed


  • Mother of two adorable kittens
  • Must read the book before seeing the movie
  • Afraid of heights but has also skydived
  • Favorite days are spent with family and on a lake
  • Master of time management…can finish both a hike and an entire Netflix series in one weekend