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
When Love & Legacy Collide
Nicole Kidman and Keith Urban’s separation after 19 years underscores that even long, seemingly perfect...
[Cup of Joe] Government Shutdown & “Is the Market Going to Crash?”
Watch October’s Cup of Joe to learn how a government shutdown and rising market anxiety...
[Money Moves with Maggie] Planning Finances as a Couple
This month, Maggie is joined by her fiancé, Enzo, to share the most important money...
The OBBBA Deduction Explained: What Retirees Should Know
The One Big Beautiful Bill Act (OBBBA) is making big changes to how Social Security...
Takeaways from Stop, Spot, Secure
Missed Our “Spot, Stop, Secure” Webinar? We’ve compiled a recap of the key fraud and...
