Lauren Post
Financial Advisor with The Sanchez Schuster Post Group
- Role
- Financial Advisor at Baird
- Location
- Waukesha, WI, US
- LinkedIn followers
- 500 followers
About Lauren Post
We specialize in financial planning, tax planning, retirement planning, legacy and estate planning, college planning, portfolio creation, and charitable giving. We work with clients across multiple generations and help each plan for their current and future life stages.
Experience
Financial Advisor
Jul 2023 — Present · Waukesha, WI, US
The Waldkirch Sanchez Schuster Group is a team of Financial Advisors who provides customized services to individuals and families with a multi-generational approach to wealth management. We guide our clients through the ups and downs of life (and the market) by maintaining our focus on their personalized Financial Plans and goals. We do this with a heavy emphasis on tax planning and planning for the next generation.
Education
St. Norbert College
Bachelor of Arts (B.A.), Education
2006 — 2010
University of Wisconsin-Whitewater
Master of Business Administration (MBA), Business Administration and Management, General
2015 — 2018
Skills
- Sales
- Time Management
- Leadership
- Retail Banking
- Banking
- Professional Mentoring
- Small Business Lending
- Management
- Credit
- Consumer Lending
- Customer Retention
- Customer Service
- Customer Experience
- Loans
- Lines of Credit
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