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Lauren Winkelman

Virtual Paraplanner at Citrine Capital CFP® (CERTIFIED FINANCIAL PLANNER) AFC® (ACCREDITED FINANCIAL COUNSELOR)

Lauren Winkelman is a highly qualified professional with a strong educational background and diverse work experience in finance and academia.

She completed her Master's degree at Texas Tech University College of Human Sciences, specializing in a field that reflects her passion for human interactions and financial planning.

Prior to her Master's, Lauren pursued a Bachelor's Degree in Accounting and Business/Management at West Texas A&M University College of Business, showcasing her dedication to a well-rounded education.

Lauren's professional journey includes roles at prestigious organizations, such as Citrine Capital, where she currently serves as a Paraplanner, showcasing her expertise in financial planning and investment management.

Her previous experiences as a Financial Advisor at Blake-Cooper Financial Strategies and as an Executive Assistant at Bruckner Truck Sales have equipped her with a diverse skill set and industry knowledge.

During her academic pursuits, Lauren also contributed to the field of education as a Graduate Teaching Assistant at Texas Tech University College of Human Sciences, highlighting her commitment to both learning and teaching.

With a solid foundation in both finance and academia, Lauren Winkelman continues to excel in her professional endeavors and positively impact the organizations she is a part of.

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