Lauren Roberts joined CCR as a Client Service Associate in 2023. She handles the processing of new business, preparation of client presentations, and daily maintenance of client investment accounts.

Lauren worked with both investment and insurance operations teams in the Albany, New York area for nearly two decades, bringing extensive knowledge and experience in the wealth management and disability, life, accident, and health insurance sectors.

Lauren is a Wealth Management Specialist℠ holding the WMS℠ designation since March 2026 and is a Financial Paraplanner Qualified Professional holding the FPQP® designation since November 2022.  She obtained both designations through the College for Financial Planning.  Lauren has held the NYS Life, Accident, and Health insurance license since February 2009.  Dedicated to continuing education, Lauren completed the Financial Advisory Client Service Certificate℠ (FACSC℠) through Advisory Education Partners, LLC in January 2025. These credentials equip graduates with the technical knowledge, client service expertise, and industry skills needed to excel in wealth management.

Lauren obtained a Bachelor of Science in Business Administration from The Sage College of Albany in Albany, New York.

She is actively involved in her community and volunteers at the Ronald McDonald House of the Capital District as well as their off-site events.

In her free time, Lauren enjoys cooking at home, discovering new restaurants, and traveling—particularly to Caribbean destinations. She spends time outdoors whenever possible, with her dog, Mason, and values meaningful downtime and good company.