Profile
“Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round”
Megan Dorn, Dorn Wealth Management
With over $100 million in assets under advisement, financial advisor Lauren Williams, CFP, MBA, CRPC, is the co-founder and co-CEO of Gold River (East Sacramento), California-based ProsperPlan Wealth.
A long-time financial educator and former University of California adjunct professor, Wiliams specializes in serving clients from the healthcare and small business sectors, as well as people who are going through major life transitions such as divorce or the death of a spouse.
A former advisor with one of the largest RIAs in the nation, after a decade there, seeking a more tailored approach to collaborating with clients, Lauren branched out on her own to found ProsperPlan Wealth in April of 2024. She quickly built the firm into an award-winning RIA that emphasizes personalized care and service.
The married mother of two daughters resides in Sacramento, CA.
2377 Gold Meadow Way Suite #100, Gold River, CA 95670
916-909-3993
lauren@prosperplan.com
linkedin.com/in/laurenwilliamscfp
prosperplan.com
Lauren Williams, CFP, MBA, CRPC
Co-founder and Co-CEO
ProsperPlan Wealth
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Bio
Milestones
“My clients are more like family, and I want to make sure I can provide real value to them”
Megan Dorn, Dorn Wealth Management
2011–2014
2013–2024
2015–2018
2024
2025
Board of Directors, Financial Planning Association (FPA)
2009
Financial Advisor at Allworth Financial
2013–2024
Adjunct Professor of Financial Planning, UC Davis
2015–2018
Co-founded RIA ProsperPlan Wealth
2024
Sacramento Business Journal, “Women Who Mean Business” Award Winner Wealthtender Voice of the Client Award Winner
2020–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Despite facing industry biases, such as being mistaken for an assistant at events, she refused to let female stereotypes define her. Instead, she’s built a thriving network of women advisors and found a strong ally in Harbour Investments, which supports her growth as a leader, business owner, and mother.
Client satisfaction isn’t measured in Dorn’s office by closing ratios or one-time feedback – it’s reflected in loyalty, longevity, and referrals. Her communications strategy features handwritten and even hand-drawn birthday cards because in her words, “the little things matter”.
Another offering is short videos delivered a few times per month, providing quick updates on market changes, financial tips, or just simple reassurance during uncertain times.
She explains, “Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round.”
Empowerment is an ambition of Dorn’s, believing that financial education leads to strong communities. However, she only works with individuals who match her values.
“I also don’t take on every prospective client who walks through the door. I’m intentional about making sure it’s a good fit on both sides,” she adds. “My clients are more like family, and I want to make sure I can provide real value to them. That means listening closely, being transparent, and never overpromising.”