Lauren Oschman, CFP®, CDFA®

Partner & Chief Executive Officer

Email: oschman@vestia.com
Call | Text | Fax: 615-649-7025

Lauren Oschman, CFP®, CDFA®

Partner & Chief Executive Officer

Email: loschman@vestia.com
Call | Text | Fax: 615-649-7025

Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Divorce Financial Analyst®
  • Series 66
  • Series 7
  • Life insurance, licensed agent
  • Health insurance, licensed agent
  • Financial Planning Association, member
  • BA in Economics with a minor in Financial Economics, Vanderbilt University
  • Check out the background of this investment professional on FINRA’s BrokerCheck

Community Involvement

  • Board of Trustees, Crohn’s & Colitis Foundation of Tennessee
  • Rock the Street Wall Street Mentor
  • CFP® Board Women’s Initiative Advocate

Media

“I will always be able to work more or make more money, but I only get these years with my daughters once. So “wealth that matters™” to me is being intentional with my time; I have come to realize that how I spend each moment amounts to how I spend my life!”

Lauren has never been one to shy away from a challenge, so it’s no surprise that she decided to cofound a financial planning firm just weeks after giving birth to her first child. She has been a trailblazer in many areas of her personal and professional life, bringing a dynamic blend of strategic vision, productive solutions, and great care for people to her role at Vestia.

Lauren started her career as a financial advisor in 2010. Her expertise has led to her being a sought-after speaker for physician groups throughout Tennessee, Alabama, Georgia, and the surrounding areas. Physicians appreciate her natural ability to translate complicated financial concepts into illustrations that they can remember. In 2021, Lauren was named locally as one of Nashville Business Journal’s 40 Under 40* and nationally as one of InvestmentNews Top 40 Under 40** across the financial advice industry. Her thought leadership has also been featured in national publications such as ThinkAdvisor and Barron’s.

Although Lauren works with many types of specialty physicians, she has a niche working with high-caliber female surgeons. Not only is she a strong advocate for equal pay for these women compared to their male counterparts, she is also passionate about empowering them to spend their time purposefully rather than tethered to their financial responsibilities. As an accomplished financial advisor, executive, and mother of three, Lauren is juggling work and home responsibilities right alongside many of her clients.

Lauren graduated from Vanderbilt University with a degree in Economics and minor in Financial Economics and was inducted into the International Economics Honor Society, Omicron Delta Epsilon. She completed further training in financial planning at Emory University and is a CERTIFIED FINANCIAL PLANNER™. She volunteers as a CFP® WIN (Women’s Initiative) Advocate to raise awareness about the profession for young women.

Lauren and her husband, Nick (a teacher at The Harpeth Hall School), met as undergrads at Vanderbilt and have resided in Nashville for over 15 years. They both grew up in small towns and love that Nashville gives them all the excitement of a city without compromising the small-town values so important to them as they raise their three young daughters.

*2021 Nashville Business Journal 40 Under 40 List: Nominations were solicited from the public. Nominees must be under 40 as of March 1, 2021. An independent panel of judges comprised of past winners read, judged, and scored questionnaires filled out by nominees including their top professional accomplishments and community involvement. The top-scoring names were named to the list. Approximately 300 professionals were considered and 40 were named to the list. Individuals were selected solely based on the subjective opinions of the judges and are not indicative of the advisor’s future performance. For more information, please visit https://www.bizjournals.com/nashville/. **2021 InvestmentNews: 40 under 40 List: Nominations were solicited from InvestmentNews readers and financial planning industry professionals. Nominees must be 39 or younger and are judged, by the editors of InvestmentNews, on their accomplishments, industry contributions, leadership, and promise (passion, enthusiasm, and ideas). Approximately 1,000 advisors were considered. 4% of candidates were named to the list. Individuals were selected solely based on the subjective opinions of InvestmentNews’ editors and are not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit investmentnews.com

One of Vestia’s values is to model “wealth that matters.” What does this mean to you?

Though it can feel like I’m on a hamster wheel with a business and two young kids, I do my best to be intentional and spend time away from technology and live fully in the moment with my family each day. I will always be able to work more or make more money, but I only get these years with my daughters once. So “wealth that matters” to me is having the luxury to choose how I spend my time; I have come to realize that how I spend my time is how I spend my life!

What is your favorite part of what you do at Vestia?
Growing up, I actually wanted to be a teacher. My favorite part of what I do at Vestia is getting to teach and invest in others. I enjoy helping my colleagues with planning and business concepts, and I love sitting down with a client and explaining a financial concept in a way that they understand and can remember it. Seeing a client gain their own financial confidence is so exciting to me!
What is the most important thing you’ve learned about helping other people?
Financial planning is not transactional, it is very much a journey. In order to build a strong financial plan, we have to first have a conversation about values – what role does someone want money to play in their life and what do they want to accomplish with it? If I can take the time to understand that and build a plan oriented around someone’s values, then I am better equipped to guide them through life’s curveballs and chaos.

Let’s Connect

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