Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Lauren's role within the organization is managing all aspects of the day-to-day operations of the practice. Originally from central Pennsylvania, Lauren moved to the southern Albany area with her husband Craig in 2012. Some of Lauren's interests include travel, photography, gardening & being a dog mom to her two pups. Lauren has been supporting financial advisors since 2012.
Bachelor of Arts in Psychology from Millersville University of Pennsylvania
Our remarkable Client Relationship Manager, Jennifer is a gem on our team. Since 2020, she's been weaving her magic, combining personalized service with genuine care for each client. Her talent for making everyone feel special and understood is just part of what makes her exceptional. Jen's passions shine through in her love for gardening, yoga, and culinary explorations. We're truly grateful for the light she adds to 3B.
As our exceptional Client Concierge, Chelsea provides top-tier service to our clients. She joined the firm in 2022 and has remained integral to the success of our day-to-day operations in the office. Outside of work, Chelsea is passionate about photography and fashion, and enjoys traveling as a newlywed with her husband, James. She actively participates in community service, notably with the RMHC of Albany.
Master of Science in Occupational Therapy from The Sage Colleges
Bachelor of Arts in Psychology from Russell Sage College
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