Lauren Winkelman, MS, CFP®, AFC® in

Lauren Winkelman, MS, CFP®, AFC®

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Operations Manager at Citrine Capital
📍 United States

Lauren is a dual-certified CFP® and AFC® professional and the Operations Manager at Citrine Capital. She recently founded her own company, Rock Money Scissors Financial Coaching. She holds a Masters degree from Texas Tech University and focuses on making personal finance accessible and engaging.

Outside of her financial career, Lauren is actively involved in her community, serving on the Board of Directors for the United Way of Amarillo and Canyon. She is a passionate baker who has mastered the art of making macarons and has even discussed her hobby on a podcast.

Unique fact: Laurens unexpected hobby is baking complex French macarons, a skill she has been perfecting since 2020.

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Experience
6 Years
Current Role
Operations Manager
Location
United States
Personality Overview

How Lauren shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lauren cares about

Financial Coaching
She recently launched her own financial coaching business, Rock Money Scissors, to help individuals with budgeting, debt, and goal-setting.
Baking Macarons
She has a passion for the art and science of baking macarons and was recently a guest on a podcast to discuss her hobby.
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Career

Work history

1-2022 - 3-2023
Operations Manager
Citrine Capital
3-2020 - 12-2021
Paraplanner
Citrine Capital
8-2018 - 5-2021
Community Instructor
Texas Tech University College of Human Sciences
5-2018 - 2-2020
Financial Advisor
Blake | Cooper Financial Strategies - Independent Firm of Raymond James
8-2016 - 5-2018
Graduate Teaching Assistant
Texas Tech University College of Human Sciences
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2016 - 2018
Master's degree
College of Health and Human Sciences at Texas Tech University
2007 - 2010
Bachelor’s Degree
West Texas A&M University College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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