Lori helps us maintain the dedicated and focused service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her greatest priority.
Lori also provides support for our team’s client accounts, schedules, and prepares documents for client meetings and assists with marketing efforts.
Before joining our team in January 2025, Lori was a senior registered client service associate at Raymond James.
Originally from Nashville, TN, she lives in Middle Tennessee with her husband, Steve. In her free time, Lori enjoys traveling, reading and spending time with her family.