Wealth Management Group

Helping people create, manage, and preserve wealth.

Lauren Griesmeyer Bonham, Chief Operating Officer

Lauren's Picture

Lauren’s role is focused on back-office, financials, compliance regulations, and servicing client needs.

Background

Lauren is a Project Management Professional (PMP) and graduate of Wright State University’s College of Business. Lauren has over nine years of professional experience, leading multimillion dollar projects within retail, software, and financial services. During her free time Lauren enjoys spending time with her husband and their two German Shepherds, traveling, yoga, and gardening.

Professional Qualifications & Experience

Project Management Professional (PMP) – Project Management Institue
Bachelor of Science in Marketing – Wright State University

Contact Lauren

Phone: (937) 703-8866
Email: [email protected]

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

Questions? Email Us

Learn More

Ready to start? We’re here to help

Nothing compares to the confidence you get from knowing you’re prepared for your financial future.

Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

Learn More

Financial Planning

Gain confidence by knowing you’re prepared for your financial future.

Learn More

Tax Planning

Our team will work with you to develop a comprehensive tax minimization plan.

Learn More