Experience & Expertise

Lori has over 27 years of experience in the financial services industry and was involved in all aspects of daily operations at ISI Financial Group, which is now Greenspring Advisors. Currently, she focuses on marketing and communications. As the Director of Client Communications, Lori manages the content and flow of the firm’s communications with clients. She collaborates closely with advisors to develop and implement strategic communication plans for both current and prospective clients. She also works with internal teams to enhance the overall client experience, ensuring that clients receive timely, accurate, and consistent information.

Get Better Acquainted With Lori

Favorite Thing About Working With Clients

“I take great pride in being part of an organization that helps clients feel secure and confident by organizing their finances, preparing for uncertainties, and providing a clear path forward. Financial advisory is a long-term, personal partnership. Clients rely on our firm for guidance through significant financial milestones and life events, and it is a true privilege to be part of their journey.”

My Philosophy On Client Service

“A good relationship begins with effective communication. Listen with curiosity, speak with honesty, and then act with integrity.”