Lauren Forster joined Homrich Berg in December 2019. Lauren is a financial planner working with high net worth individuals to achieve their financial goals. Lauren helps clients to be able to make better more well-informed financial decisions. Lauren is versed in the areas of retirement and cash flow planning, asset allocation, estate planning, and wealth transfer and legacy planning. Lauren spends time understanding client’s goals and objectives, analyzing their current situation, and providing observations, feedback, and education on areas for improvement.
Prior to joining HB, Lauren was a financial advisor for Cedar Rowe Partners. Prior to Cedar Rowe Partners, she spent 7 years as a Wealth Planner at Wells Fargo Private Bank creating and implementing customized wealth plans for high net worth individuals and their families. Lauren also spent over two years as a senior tax accountant with Ernst & Young, LLP.
Lauren has her Bachelor’s and Master’s degree in Accounting, with a specialization in taxation, from the University of Florida. Lauren holds her Certified Public Accountant license in the states of Florida and Georgia. Lauren is a member of the Georgia Society of CPAs and the American Institute of Accountants.
Lauren enjoys a robust family life with her husband, Chad, and three children—Grant, Ben, and Isabelle.