CPA, Financial Planner
Lauren Bostick is an alumna of the University of North Texas (UNT) where she received both her Bachelor and Master of Science in Accounting with a focus in taxation. She is a recipient of the Texas Society of Certified Public Accountants Excellence Award.
She gained career experience early, working at a local CPA firm during her time at UNT, aiding in small business accounting. Post-graduation, Lauren progressed her career at KPMG where she meticulously reviewed and prepared tax returns. She joined the CWA team in 2007 and is a Certified Public Accountant and Registered Investment Advisor.
“I take great pride in utilizing both my formal education and experience to best serve my clients through forward thinking strategies and creative problem solving. It’s rewarding to be able to bring my clients a sense of security and confidence by creating a financial plan customized to meet their long- and short-term goals.”
Lauren enjoys traveling and is passionate about health and wellness. Most of all, she enjoys spending quality time with her husband Travis and their daughter Amanda.