A Culture Built on
Expertise and Compassion
Get to Know Us
Partnering with you to achieve greatness.
At ProsperPlan Wealth, we believe trust is earned in two ways:
Through strong strategy.
And through real relationships.
Because money isn’t just math. It’s personal. It touches everything: retirement, family, health, career decisions, and the legacy you want to leave behind. These aren’t “financial choices.” They’re life choices.
Our job is to bring clarity to the complex stuff, help you make confident decisions, and make sure you feel truly supported along the way.
We take the responsibility seriously, and we’re proud to be the kind of team clients can lean on. Not just for answers, but for calm, perspective, and a plan they can trust.
The ProsperPlan team is composed of seasoned professionals with decades of experience across finance, analytics, economics, investments, strategy, and consulting.
We hold our advisors to the highest standards.
ProsperPlan Wealth operates as an independent practice affiliated with NewEdge Advisors, a Registered Investment Advisor (RIA). We are a 100% fiduciary advisory team, meaning we are held to a fiduciary standard and are committed to acting in our clients’ best interests.
Our mission is simple: help you make smart decisions, reduce complexity, and build a strategy that supports your long-term financial and retirement goals, so you can live right and free.
A note on recognition: NewEdge Advisors has been recognized by Barron’s as a top RIA firm, including a #3 ranking. Rankings are not indicative of future performance and do not guarantee a specific client experience.
Recognized Financial Professionals
Meet the people behind ProsperPlan Wealth.
A great plan isn’t built in one meeting. It’s built over time through steady guidance, proactive planning, tax-aware strategy, discretionary management, and a team who cares about you and your well-being.
Lauren Williams, CFP®, CRPC®, MBA
Co-Founder, Financial Advisor
Roseville, CA
Certified Financial Planner®
MBA in Financial Planning
Chartered Retirement Planning Counselor®
Areas of Specialization:
Tax Planning
Financial Psychology
Pension Decisions
Business Owner Planning
Chris Grellas, CFP®, MSFA
Co-Founder, Financial Advisor
Gold River, CA
Certified Financial Planner®
Master of Science in Financial Analysis
10+ Years of Lead Advisor Experience
Areas of Specialization:
Retirement Planning
Tax Efficient Planning
Investment Management
Faith-Based
Sean David Harvey
Director of Financial Education
San Francisco, CA
Company Writer
Public Relations
20+ years of Professional Writing Experience
Areas of Specialization:
Financial Education & Literacy
Wealth Management Writing
Retirement & Investment Concepts
Behavioral Finance
Client Communication & Financial Clarity
Kris Schwedler
Director of New Client Experience
Fair Oaks, CA
New Client Onboarding
Areas of Specialization:
Relationship Management
First Point Of Contact For New Clients
Appointment Coordination
New Client Engagement
Project Management
Onboarding Specialist
Shannon Auger
Director Of Client Service
Houston, TX
Client Relationships
Areas of Specialization:
Appointment Setting
Money Transfer & Paperwork
Client Service Leader
Account Updates
Appointment Coordinator
Compliance Oversight
Choosing the best retirement gifts!
Cristobal Lopez
Director of Operations
Davis, CA
Company Operations
Areas of Specialization:
Company Management
Operation Standards
Organization Builder
Client Engagement
Spanish Fluency
Community Outreach
UC Davis Alumni
Institutional support provided by NewEdge Advisors.
While we are an independent and locally owned advisor, ProsperPlan Wealth receives technological support, including custodial and security management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors.
Learn more about NewEdge Advisors and our RIA Support Team
Ryan Geschke
NewEdge Advisors
Managing Director –
Trading & Investments
Lauren Lehmant
NewEdge Advisors
Head of Portfolio Management
Arianna Rodriguez
NewEdge Advisors
Senior Portfolio Manager
Erin Corbett
NewEdge Advisors
Managing Director,
Operations
Jenny Kurz
NewEdge Advisors
Director of Marketing
Will Brand
NewEdge Advisors
Chief Compliance Officer