Client Concierge and Paperwork Queen: How Lauren Morris Makes Your Life Easier at Gessner Wealth Strategies (Ep. 27)

Client Concierge and Paperwork Queen: How Lauren Morris Makes Your Life Easier at Gessner Wealth Strategies (Ep. 27)

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Join Michelle Gessner, CFP®, as she welcomes Lauren Morris, the client services extraordinaire at Gessner Wealth Strategies. Lauren shares her behind-the-scenes skills on simplifying the financial complexities that often perplex us. Whether it’s navigating the ins and outs of accessing funds, ensuring tax efficiency, managing paperwork with Schwab, and knowing what questions to ask, or better safeguarding finances with seamless bank links, Lauren’s insights are invaluable. 

Discover how Gessner Wealth Strategies strives to enhance your overall financial well-being through proactive management and exceptional client support.

Michelle and Lauren discuss:

  • [00:03:03] How new clients can easily access their funds and why understanding “custodians” like Charles Schwab is crucial
  • [00:05:35] Setting up secure bank links without compromising cybersecurity
  • [00:08:47] Tips for onboarding: Gathering account statements, checking beneficiaries, and preparing for financial planning
  • [00:13:37] Tackling paperwork and navigating RMD processes to minimize tax burdens
  • [00:17:18] Real-life examples where proactive steps prevented financial mishaps due to unreported cost basis
  • And more!

Resources:

Connect with Michelle Gessner: 

Connect with Lauren Morris:

About Our Guest:

As the Client Services Manager at Gessner Wealth Strategies, Lauren Morris takes great pride in working with clients daily, assisting them with important questions about their accounts. Lauren is responsible for more than just answering phones—they ensure that files meet compliance standards, projects are completed on time, tasks and follow-ups are handled, and data is collected with care and security. In many ways, Lauren runs the office like a well-oiled machine.

With over 14 years of administrative experience, Lauren is a native Houstonian who spent some time living in Georgia and Washington before returning to the Houston area in October of 2015. Lauren earned a degree in Pharmacy Technology from Adams State College in Alamosa, Colorado, in 2011. Additionally, they have experience in both the mortgage and jewelry industries, earning a Gemological Institute of America Certification in Diamonds. Outside of work, she serves as the Kids Church Coordinator and Elementary Youth Program Leader at their church, while also being a proud parent of two children. In their free time, they enjoy reading, spending time at the beach, and visiting family in Dallas.

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