Broker Check
Lauren Patrick

Lauren Patrick

Director of Client Experience

Lauren joined the team in 2017 as New Business Analyst and Client Services Specialist. Prior to joining Brumbaugh Wealth Management, she spent 16 years at the Lincoln Financial Group's Berwyn, Pennsylvania office. Her extensive experience includes assisting multiple planners, as well as having worked as the Office Facilitator for the corporate office for 7 of those years.  She is often referred to as the "Jack of all Trades" because of her wide breadth of knowledge of financial platforms and processing systems.  Lauren loves interacting with clients and prides herself in great client service, thus achieving the title of Director of Client Experience. Her down to earth, friendly and outgoing demeanor is a great asset to our team.

Born and raised in Southern Chester County, Lauren and her husband now reside in West Brandywine Township.  Lauren is a graduate of Gwynedd Mercy University in Business Administration. She loves the beach and spending time with her two grown daughters and four grandchildren.  In her spare time, Lauren and her husband David own a local cigar company.