Lauren Vanveelen

Lauren VanVeelen has over 15 years of experience in the financial services industry, currently serving as a Client Advisor and Investment Operations professional at Axxcess Wealth Management since April 2020. Prior to this role, Lauren held positions as a Client Advisor and Financial Planner at Daniel Investment Associates, LLC from October 2016 to April 2020, and as an Operations Associate at Manchester Capital Management from October 2007 to September 2016. Responsibilities have included administrative investment support, reporting, operational functions, and client support, alongside assisting with accounting functions for the real estate team. Lauren holds a BA in Business Economics and a Certificate in Financial Planning and Services, both from UC Santa Barbara.