The ClientWise Team

Lauren Kaufman joined the ClientWise Team as a  Senior Business Consultant. Lauren has a BA in Communications with a minor in Mandarin from the University of Colorado-Boulder. She spent 8 years at Dimensional Fund Advisors where she worked with advisors and firms of all sizes on their practice management and growth strategies. Most recently, Lauren was the Lead Coach at Limitless Advisor Coaching. Lauren's unwavering passion for excellence, both personally and professionally, continues to inspire and drive her commitment to empowering firms to achieve unprecedented levels of success.

Lauren currently resides in Austin, TX with her husband and two French Bulldogs, Tater Tot and Queso. Outside of work, she enjoys trying new restaurants, working out at F45, and reading the latest historical fiction novel.