Experience & Expertise

Lori is responsible for managing the content and flow of the firm’s client communications. She works closely with advisors to develop and implement strategic communication of information to clients as well as prospective clients. Lori also ensures each point of contact is an opportunity to reinforce how much we value and appreciate our clients and their goals.

Get Better Acquainted With Lori

Favorite Thing About Working With Clients

Earning a client’s trust through accuracy, reliability, and exemplary service, so they can “leave the driving to us” and enjoy what is most important to them.

My Philosophy On Client Service

“A good relationship starts with good communication. Listen with curiosity. Speak with honesty. Act with integrity.”