Lauren Sacks

Lauren Sacks

Vice President

Lauren P Sacks-Dean is devoted to helping retirees and those about to retire with the options available to them during retirement. Over the last 8 years, she has taken her clients from the accumulation stage of their lives to the preservation and distribution stage of their lives.

With longer life expectancy, outliving one’s money is a real concern. She is specifically trained to assist her senior clients in avoiding probate, lowering their taxes, avoiding risks, and providing ideas so they do not outlive their income.

After graduating from the University of Texas, she went on to obtain her master’s degree at Texas A&M University. She joined her father's firm in 2003 to fulfill her dream of creating a family-owned and operated business.

Through her years of working with her father and with seniors, she has had a unique opportunity to learn about what concerns them the most and what goals they may have.

Lauren is a proud member of MDRT, where she has qualified for the last 6 years consecutively as well as two Court of the table qualifications. She also belong sto the local chapter of NAIFA for financial planning professionals.

Lauren and her husband are the proud parents of two children. They live in Katy, Texas.