Lauren O’Grady, FPQP®, WMS™

Executive Project Coordinator

As the Executive Project Coordinator, I work with both the Wealth Management and Tax teams for all things related to operations, marketing, and client services. I’ve worked with Summit since July of 2024.

I graduated from Gonzaga University in 2023 with degrees in Psychology and Spanish, and a minor in Leadership Studies. In the year between graduation and starting to work with Summit, I spent a year teaching English in a small town in the south of Spain.

  • While not at work, I enjoy hiking, collecting vinyl records, and watching Gonzaga basketball.

    I am Northern California born and raised and love getting to spend time with my family and explore new parts of the Bay while I live locally.