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
[Money Moves with Maggie] How to Talk About Legacy Without the Awkwardness
This month on Money Moves with Maggie, we’re talking about legacy planning and how to...
[Cup of Joe] Questions for 2026
January’s Cup of Joe focuses on the questions that matter most as investors look ahead...
Year-End Reflections
As the year draws to a close, we’ve been taking time to reflect on the...
[Money Moves with Maggie] When Refinancing Your Home Makes Sense
As mortgage rates begin to ease, many homeowners are wondering whether refinancing could make sense...
[Cup of Joe] Market Forecasts and Better Questions to Ask
December’s Cup of Joe looks at why annual market forecasts are often unreliable and what...
Planning for a Divorce in the Year Ahead? Smart Moves to Make Before January
Are you considering a divorce next year? Many people face irreconcilable issues in their marriage...