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Lauren S
Series 65
Logan, UT
Rebalance LLC
Lauren Simpson is a financial advisor at Rebalance LLC in Logan, UT, holding a Series 65 designation. She has been with Rebalance since 2020 and has prior experience at Further, Gartner, The Church of Jesus Christ of Latter-day Saints, and BYU Broadcasting. Rebalance provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles. The firm uses a strategic asset-allocation framework focusing on long-term rebalancing and ETF model portfolios, managing accounts primarily on a discretionary basis.
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