One Seven

Helping You Build the Practice You've Always Wanted

Dayton, OH

Lauren Katz Madera

Financial Advisor: ClientFirst Financial Strategies

Lauren has worked in the financial services industry since 2003. After thirteen years in investment banking and alternative investments, Lauren had an epiphany: she felt most fulfilled when helping individuals and families achieve their financial goals. Thus, Lauren became a financial advisor. She joined forces in 2016 with her father, Stanley Katz, who has been providing financial guidance to clients since Lauren was two years old. Prior to launching ClientFirst Financial Strategies, Inc., Lauren spent five years as a financial advisor at Ross, Sinclaire & Associates. Previously, Lauren was a member of the client service and marketing team at Magnetar Capital, a multi-strategy alternative investment management firm. Before joining Magnetar in 2010, Lauren spent five years with Man Investments, one of the world’s largest alternative asset managers. Lauren began her career in investment banking as a financial analyst with Houlihan Lokey Howard & Zukin.

Lauren is a CFA® charterholder. She earned a BBA in Finance from the University of Michigan and an MBA from the University of Chicago. She holds the FINRA designation of a General Securities Representative (Series 7) and has also passed the NASAA Uniform Securities Agent State Law Examination (Series 63).

In her free time, Lauren enjoys an active lifestyle—spending time with her family, swimming, and playing tennis. Her son can always be counted on for a daily reminder to close the activity rings on her Apple watch.

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Words I Live By

“The noblest art is that of making others happy.” – P.T. Barnum

You Should Know…

  • I swam competitively for 9 years.
  • My parents took me to the 1992 US Olympic swimming trials, and I have been glued to Olympic swimming broadcasts ever since.
  • I have lived in the city of Chicago since 2003. I love it.
  • I volunteer with Kids First Chicago to help reduce barriers to digital learning impacting Chicago Public School students.
  • My children have piggy banks on the third shelf of their bookshelves. We have coined this area “Third Shelf Asset Management.”

My Literary Love

The Harry Potter series – No matter my age, I am always captivated when authors create “other worlds” where magic and imagination thrive.

The Best Getaway

My favorite getaways are spur-of-the-moment adventures with my family. Want to check out the Smoky Mountains this weekend? I’m in!

My One Seven Reason

One Seven’s philosophies align with mine. They get me and my approach to helping clients, which makes us a powerful team.

Stanley J. Katz

Financial Advisor: ClientFirst Financial Strategies

Stanley brings extensive finance, investment, and business experience to ClientFirst Financial Strategies, Inc. He has been providing financial guidance to clients since 1983. Stanley enjoys helping individuals and families achieve their financial goals and solve their financial questions. This has motivated him every day since he became a financial advisor. Stanley’s daughter, Lauren Katz Madera, joined him 2016. Stanley relishes the opportunity to partner with Lauren and support clients as a father-daughter team. Prior to launching ClientFirst Financial Strategies, Inc., Stanley spent five years as a financial advisor at Ross, Sinclaire & Associates. Previously, Stanley served as a principal and portfolio manager at First Alliance Asset Management and a registered representative for Prudential-Bache and Paine Webber.

Born in Dayton, Ohio, Stanley graduated from the University of North Carolina in 1976 with a BS in Business Administration. He holds the FINRA designations of a General Securities Representative (Series 7) and General Securities Principal (Series 24). Stanley has also passed the NASAA Uniform Securities Agent State Law Examination (Series 63).

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Words I Live By

The Client is always first.

You Should Know…

Family:

  1. Luckiest man in the world to have married the love of my life, Susan.
  2. Have created a family environment of kindness, love and mutual respect.
  3. What a way to create lifelong memories!

Business:

  1. As the name says put the “Client First”.
  2. Build the relationship from the ground up by knowing and helping to solve the client’s problems.
  3. Loyalty generally builds loyalty. Don’t just show that we care, act like it.

Life:

  1. Develop disciplines & structure and adhere to them. It makes life less complicated!
  2. Use your time on earth wisely. It’s not very long!
  3. The way you treat people is your legacy.

Sport:

  1. Loves to compete. May not win all the time but wants to play.
  2. Set up the teams for a good competition and not just to assure a victory.
  3. Tried out for both the University of North Carolina’s Men’s Freshman Basketball team and golf team. Didn’t make either one! That’s when I realized I was a nice amateur player but not much beyond that!

My Literary Love

Mysteries

The Best Getaway

Charleston, SC

My One Seven Reason

  1. Allows ClientFirst to operate independently in managing client relationships under the One Seven structure.
  2. Provides the forum for collaborating ideas.
  3. Open minded towards expanding their business in a compliant manner.
  4. Now enables ClientFirst to gain traction from economies of scale.