Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Lauri brings more than 20 years of experience in wealth management and financial services to her role. Her background spans banking, commercial lending, investments, and comprehensive financial planning, and that combination shapes how she works. She pays close attention to how one financial decision affects the next, so clients can see the full picture before they act. Lauri believes that true wealth is measured by the life it makes possible. Whether helping a business owner prepare for a successful exit, guiding an executive into retirement, supporting a widow through a major life transition, or helping a family build a lasting legacy, her purpose is simple: helping people make thoughtful financial decisions so they can spend more time enjoying the life they've worked so hard to build. Lauri earned her Bachelor of Science from The University of Texas at Austin and her MBA with a concentration in financial planning from California Lutheran University. She currently works for Trajan Wealth as a Regional Office Fiduciary Advisor in San Diego, California.