Lauren Epperly

Lauren graduated from Jefferson High School and then earned her B.S. Business Administration – Finance from Shepherd University.  Upon graduation from Shepherd University, Lauren spent fifteen years in retail banking.  After making the decision in 2021 to join Nick, her brother-in-law, in practice, she obtained her WV Life and Health Insurance licenses as well as her Series 7 and Series 66 securities licenses.  She officially joined Equitable Advisors in January 2022 and obtained her Series 24 in early 2023.  She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Credentialed Holistic Financial Coach,  Chartered Financial Consultant (ChFC®), and Certified Retirement Education Specialist (CRES®) designations.  Lauren, her husband, Todd, and their daughters, Chandler and Lillian, live in Charles Town.  She is actively involved with the Junior League of the Eastern Panhandle, Puttin’ for Panhandle Home Health, Covenant Church Children’s Ministry, Covenant Sports, EPIC Soccer Club, and Saint Joseph School.