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
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. The recognition was received on April 2, 2021. No compensation was provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating. 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. The recognition was received on June 7, 2021. No compensation was provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating. For more information, please visit investmentnews.com
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!