Lauren Pearson, CFP®
Managing Director, Partner
The most important thing in my life is my family. My husband, Andrew, and our three smart and brave daughters.
If research can be considered a hobby, then that is mine, especially as it relates to complex planning and asset allocation. This curiosity, which quite frankly can drive those closest to me crazy, is probably why I am well suited to this profession. To support this passion professionally, I have earned the CERTIFIED FINANCIAL PLANNER™ designation.
The impact of putting a thoughtful plan in place will last generations, and as our team grows, so does the depth of our commitment to this responsibility. What you will see and read from my online footprint is that I principally engage in charitable gifting strategies for professionals and families and serving women and families well within this practice. The key markers of these relationships is trust, transparency, and confidentiality.
This is the work I have been doing for nearly two decades: designing and crafting hundreds of planning scenarios. It is deeply important that I do great work for the clients whom we serve.
After my family and my faith, this practice is my life work. It is a privilege to lead Somerset Advisory and to serve families across the United States.