Sierra Lawrence
Your Partner Dedicated In your Financial Journey
Sierra Lawrence
CGSP®
Director of Operations
Hometown:
Fairfax, VA
What qualities make you best at your work?
My strong organizational skills paired with patience and attention to detail enable me to focus in my role in serving clients and coordination within the team.
How should people think about their wealth?
Plan ahead, but don’t overthink it!
How do you spend your time outside of work?
Exploring my city, traveling, staying active, and spending time with friends, family, and my 2 cats.
What accomplishments are you most proud of?
Paying off my student loan debt all on my own and moving to a new city away from my hometown.
“You miss 100% of the shots you don’t take.
-Wayne Gretzky”
Education
- George Mason University – BA Sociology
Licenses
- SIE: “Securities Industry Essentials Examination”
Affiliations
- Virginia Notary Public Commission
Recent Insights
[Cup of Joe] August 2025 Market Update
Watch August’s Cup of Joe to learn why staying invested matters more than trying to...
5 Ways to Navigate Divorce and Back-to-School Season With Confidence
As summer fades and the school year begins, a familiar rhythm returns — fresh notebooks,...
Maryland Tax Law Changes Now in Effect: What Individual Taxpayers Need to Know
Maryland’s new tax laws are now in effect with changes to tax brackets, deductions, and...
[Money Moves with Maggie]Should You Open a Trump Account for Your Child?
Are you traveling abroad this summer? With the US dollar weaker in places like the...
Walking with Hope for a Future Without Alzheimer’s
Our team walks to honor loved ones lost to Alzheimer’s and to fight for a...
[Cup of Joe] July 2025 Market Updates
Watch July’s Cup of Joe for a mid-year market check-in. See how different asset classes...
