"Let’s build a plan for today, tomorrow, together."
Lori started her career in financial services in June of 2005. With the ever-changing landscape of the economic world, the exempt market investments became a strong alternative to the mainstream investments that most advisors offer. Believing that a well-balanced strategy is the best approach for her clients to achieve their financial goals, Lori started offering exempt products along with insurance and traditional investments in 2009.
Being a mother of three and a grandmother of two, Lori fully understands the financial needs and concerns of older clients and, at the same time, she is experienced in creating strategies for young clients and helping them prepare financially for all major life events. Lori obtained her Elder Planning Counselor (EPC) designation in 2012 and is currently working on her Certified Financial Planner (CFP) designation.