Lauren E. Truer, CSA®

Financial Planning Specialist

"I love the genuine connection and relationships that are made with our clients. We love having our clients come into the office for a meeting or call because we get to catch up with what has been going on in their lives!"

With CapTrust Since

2015

College / Degrees

Central Michigan University – B.S. Exercise Science and Applied Kinesiology

Professional Certifications & Equipping

Certified Senior Advisor^®

Experience

CapTrust, Relationship Manager, 2015-Present

Recognition

Division 1 Collegiate Athlete (Varsity Letter in Softball) from Central Michigan University

Hometown

Jenison, Michigan

Travel

My husband and my bucket list dream vacation would be to visit New Zeeland! Yes, we are both huge Lord of the Rings fans!

What got you interested in this field?

I have always been a lover of learning and obtaining knowledge in new areas of life! When I was asked to join the CapTrust team in February 2015 as an intern, I quickly realized how much I loved the culture and was intrigued by the financial world. I became quickly fascinated with this industry & decided to continue my love of learning in a world I had yet to explore. Which brings me to today! I found a passion I never knew I had and I love what I get to do every day!

Family

Happily married to my husband, Elijah and a dog-mom to our German Shepard, Zuzu.

Hobbies and Relaxation

In my free time, I am playing sports, traveling, spending time with friends and family, and playing with our dog!

Community Service

Camp Lake Louise – Program Staff Volunteer
Moran Park – Home Church
Softball Coach/Trainer

Certified Senior Advisors (CSAs)^® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business and be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit www.csa.us.