Lauren e. Maston
Office & Operations Manager
Phone: 707-545-6161
Direct: 707-615-7086
Fax: 707-540-6330
Lauren, a licensed financial professional, is the Office & Operations Manager. She joined Michael Calvelli’s office in January 2017 and works closely with clients and advisors from Open Trail Financial Consultants and Protected Investors of America (PIA), the Super Office of Supervisory Jurisdiction (Super OSJ) which Michael oversees. Lauren specializes in operations, marketing, and project management. She researches, develops and maintains standard operating procedures across the firm in order to provide smooth and efficient service to clients and advisors alike.
Lauren also manages recruiting efforts and onboarding financial professionals to PIA in conjunction with our partners at Cambridge Investment Research, Inc.. As a growing program, Lauren enjoys utilizing her abilities to develop and write standard operating procedures, offer detailed guidance, and switch gears at a moment’s notice.
In 2021, Lauren and Angelina Calvelli created and launched PIA’s Next Gen social group to provide a safe place for our OSJ’s young professionals to ask questions, build comradery, explore ideas and opportunities, develop career plans, and engage with their peers.
After graduating from California Polytechnic State University of San Luis Obispo in 2012, she enjoyed a career in hospitality and luxury event management based in San Francisco and Napa Valley. When she shifted to the Financial Services Industry in 2017, Lauren carried over her passion for hospitality. She loves to go the extra mile for clients and advisors.
Outside of work, she enjoys trying new foods, craft coffee, hiking, river floating, traveling, and spending time with her family, friends, and cat Chili. She is also a member of Impact100 Redwood Circle, a local non-profit.
Lauren currently holds securities licenses Series 7, Series 66, and Series 24.
BROKERCHECK:
View Lauren Maston’s background as an investment professional on FINRA’s BrokerCheck.
What’s Lauren’s Favorite part of her job?
Lauren loves to help clients build their financial confidence by making “finance” feel more approachable and providing a safe place from them to ask questions.