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

Retire To A Life You Love® with Michelle Gessner, CFP®
10/04/2025 26 min
Client Concierge and Paperwork Queen: How Lauren Morris Makes Your Life Easier at Gessner Wealth Strategies (Ep. 27)

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Episode Synopsis

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 …

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