Favorite Quote
“Live as if you were to die tomorrow. Learn as if you were to live forever.”
– Mahatma Gandhi
Lauren Petoskey is a Private Wealth and Planning Assistant for Wealthcare Management Services (WMS). Having grown up around the family business, Lauren has always had an interest in WMS and the work her family has built.
She joined the firm after nearly nine years in West Michigan, bringing a strong background in accounting and tax from her time in the Tax Department at BDO. Lauren graduated from Grand Valley State University with bachelor’s degrees in Accounting and Finance and a Master of Science in Accounting.
As she grows within WMS, Lauren is exploring where her skills and interests best fit and which areas of the business she would like to dive into further. She is particularly interested in financial planning and operations and enjoys building relationships with clients while helping support their financial goals.
Outside of work, Lauren enjoys spending time with family and friends, reading, traveling, and being on the water. She also enjoys staying active through tennis, pickleball, and golf, and loves exploring new places with her family.