Lori Classon

Senior Client Service Associate,
Director of Compliance

See if you're a fit

Jeff Clark

Nic Fahrendorff

Lori has over 20 years of experience in financial services, supporting wealth advisors. She enjoys building relationships with clients while providing excellent customer service. Lori is a team player who 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 custodian, Charles Schwab.

Q & A

How do your personal experiences influence the way you guide clients?

I have personally worked with some businesses that don’t take the time to listen to what I’m saying or needing. I truly enjoy interacting with our clients because it allows me to build meaningful connections and understand their different perspectives. I take pride in helping them resolve their needs in a timely and respectful manner.

Q & A

What are the 3 words that people use to describe you?

Compassionate, Dedicated, Loyal

Q & A

What motivates you in your work?

Pine Grove Financial Group offers me a collaborative culture where ideas are welcomed, initiative is valued, and hard work is recognized. I enjoy working with a team of people who genuinely care about the clients we serve.

Q & A

What’s a guilty pleasure you’ll happily admit to?

Being active with my mind and body. My husband, Leif, and I love to hike, bike, cross-country ski, fish, and play sports. I also love to create new things and enjoy all types of crafting. However, my favorite pastime is spending time with my son, Tanner, and his wife, Melissa, as well as other family and friends.