Lauren Lippert, CPA, CFP®

Senior Wealth Advisor, Managing Director

Cleveland, OH

LET'S CONNECT

Designations 

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant

Work Experience 

  • Joined the firm in 2017, bringing with her over five years of industry experience

Life Outside of MAI 

  • Serves on the Board of the American Red Cross Young Professional Council of Northeastern Ohio
  • Director on the Board of the Financial Planning Association of Northeast Ohio

Education

  • Xavier University, BSBA in Accounting
  • University of Akron, Master of Taxation

We look forward to learning about your financial goals.

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