Lauren Kolb

Lauren Kolb, CWS®, is a senior vice president and senior wealth advisor with Tompkins
Financial Advisors. She is based in the Garnsey Road office in Pittsford, NY.

A veteran of the financial services industry, Lauren is responsible for managing client
relationships and contributing to the overall growth of Tompkins Financial Corporation. She is a client-focused advisor who works closely with high net worth individuals, corporations and community organizations as a financial partner, delivering all aspects of wealth management services.

Lauren earned a bachelor’s degree in organizational management and master’s degree in strategic leadership, both with high honors, from Roberts Wesleyan University Additionally, she holds her Certified Wealth Strategist (CWS®) designation administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients today.

Among her many academic, community and professional accomplishments, she was most recently recognized as the 2023 Alumna of the Year, RWU. In 2020 she was also recognized as the Financial Leader of the Year Award issued by the Rochester Business Journal. Notably, Lauren is also a past recipient of the ATHENA Award and was featured as a “Woman to Watch” by the Rochester Democrat and Chronicle.

An active member of her community, Lauren is tireless advocate for causes close to her heart such as the Pittsford Volunteer Ambulance, The Center for Youth Services, Roberts Wesleyan University National Business Council, and Mercy Flight Central.

A native of Webster, NY, she currently lives in Victor, NY, with her husband, Brian Kolb and chocolate lab, Kolby Kolb.

EDUCATION & CERTIFICATIONS
PREVIOUS EXPERIENCE
AFFILIATIONS & MEMBERSHIPS

B.S. Organizational Management
M.S.L. Strategic Leadership
Certified Wealth Strategist (CWS®)
NYS Notary Public

SVP, Senior Wealth Consultant
Canandaigua National Bank &
Trust

SVP of Business Development &
Client Service
Genesee Valley Trust Company

Community Office Sales Manager,
Canandaigua National Bank &
Trust

Vice Chair, Pittsford Volunteer
Ambulance

Board Member, Roberts
Wesleyan University National
Business Counsel, School of
Business