Client Service Associate
About Lori :
Lori has over 20 years in Financial Services, supporting Wealth Advisors. She enjoys building relationships with clients while providing excellent customer service. Lori is a team player and enjoys learning and isn't afraid to try new things. She is responsible for many of the actions requested by our clients and works closely with our custodians, Charles Schwab and TD Ameritrade.
What are the 3 words that people use to describe you?
"Compassionate, Dedicated, Loyal"
When you are not in the office, what are you most passionate about?
"I enjoy spending time with my husband, Leif, my son, Tanner and his wife Melissa. We enjoy traveling, hiking, biking, fishing and camping. I also enjoy doing crafts like Scrapbooking, making cards and knitting and crocheting."