Lauryn Lafferty

Sr. Client Service Associate

How I Arrived At RWM

“Before joining RWM, I worked at two different RIAs, combined I have 8 years of experience working directly with Charles Schwab and BNY Mellon Pershing.”

Favorite Part Of The Job

“Building relationships and trust with the clients as they maintain and achieve their financial and personal goals. I love when clients call and share their milestones: new house, new grandbabies, and retirement.”

When I'm Not Working

“My husband, John, and I love going to Downtown Nashville to concerts, traveling, and our new favorite activity Kayaking! We recently adopted our first dog named LOLA, a FLUFFY white GREAT Pyrenees”

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Adam Gock
Adam Gock
Client Service Associate
Adam Gock
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Lisa Rosenstein
Lisa Rosenstein
Tax Planner
Lisa Rosenstein
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Nicole Samoroukova
Nicole Samoroukova
Media Producer & Head of Audience Development
Nicole Samoroukova
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Josh Brown
Josh Brown
CEO
Josh Brown
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Jay Tini
Jay Tini
President
Jay Tini
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Daniel Parra
Daniel Parra
Creative Media Editor
Daniel Parra
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Advisor
Benjamin Coulthard, CFP®
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Erika Mauro
Erika Mauro
Director of Client Service – Family Office
Erika Mauro
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Paraplanner
Nate Jefferson, CFP®
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Kevin Young, CFP®
Kevin Young, CFP®
Advisor
Kevin Young, CFP®
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Alex Messer
Alex Messer
Trader
Alex Messer
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Dina Isola
Dina Isola
Advisor
Dina Isola
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Claire Galante
Claire Galante
Executive Assistant
Claire Galante
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
John Grayson
John Grayson
Sr. Creative Media Producer
John Grayson
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Sean Russo
Sean Russo
Research Associate
Sean Russo
Dominic Bova, CFP®
Dominic Bova, CFP®
Tax Planner
Dominic Bova, CFP®
Gary Pulford, CTFA
Gary Pulford, CTFA
Advisor
Gary Pulford, CTFA
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears