Lauren M. Isaacson
Director of Operations
Wealth Planning Associate
Fun Facts
- Lauren has triplet siblings that are 13 years younger than she!
- Growing up, Lauren was an elite central midfielder and the captain of her soccer team.
- Lauren was selected to be on an NBC Show called “The Voice” but chose not to pursue a singing career after finding out she was blessed with the pregnancy of her first-born son, Brody.
About Lauren
“My mission is to provide every client with the highest level of personal service and professional integrity while building long lasting relationships for years to come.”
Background
Lauren was born and raised in the East Bay, where she attended Berean Christian High School in Walnut Creek. During high school, she was a competitive soccer player and sang soprano & alto for the Abundant Life Singers. Lauren currently resides in Concord with her husband Eric, two boys (Brody & Beckett) and two dogs, Benny (Golden Retriever) & Lucas (Maltipoo). Away from the office, she enjoys watching her oldest son play in pickleball tournaments, seeing her youngest son excel as a catcher on his travel baseball team, loves working out and playing pickleball, as well as interior design, hair styling, hiking, and spending time with family and friends.
Experience
Before transitioning into her Director of Operations – VP, Wealth Planning Associate role at Stelvio Private Wealth in February 2021, Lauren was a Senior Client Associate - AVP of our formerly named Group: The Carolan Wealth Management Group of Wells Fargo Advisors, working directly with Peter Carolan, Managing Director. Prior to her 11 years with WFA, she was a Client Service Associate for Lincoln Financial and Stifel Nicolaus in San Francisco, CA. Her focus has always been, and continues to be, set on enhancing the client experience with an emphasis placed on service, keeping open lines of communication, and proactively managing relationships with our clients. She takes pride in her problem-solving abilities, analytical mindset, and strong communication skills.
