Lauren Snyder, IACCP®, CMFC®
Branch Administrator
Lauren joined the team in 2013 with extensive experience in brokerage operations and brought a diverse array of administrative talents to The Lewis Financial Group. Currently, she manages all operation service needs for clients and assists them with new account opening, account transfers, managed account changes, cash needs, and general inquireies. Her knowledge, experience and commitment help the team to provide the highest level of client service.
Lauren keeps the team informed of all clients' needs and inquiries and coordinates the team's response. Internally, she is responsible for assisting the firm comply with regulatory requirements and industry best practices.
After graduating from Virgina Tech with a Bachelor of Science degree in Finance, Insurance, and Business Law, Lauren obtained the CMFC® (Chartered Mutual Fund CounselorSM)* designation from the College of Financial Planning and is a Virginia Notary Public.
Born and raised in Reston, Lauren now lives in Sterling with her husband, Steven, and dogs, Cooper and Dyno. She also enjoys rock climbing, running and cooking.
*Chartered Mutual Fund CounselorSM, CMFC®, and the CMFC® logo are certiciation marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
*The Investment Adviser Certified Compliance Professional® (IACCP®) designation is awarded to individuals who complete an instructor-led program of in-person and/or online study, pass a certifying examination, complete an ethics assessment, and meet a minimum requirement of two years of work experience related to investment adviser compliance.