One team with a single focus – to help you enjoy your retirement

Lori A. Stimpson
Senior Registered Client Service Associate


Lori Stimpson, Senior Registered Client Service Associate, has a true passion for seeing our clients fulfill their goals of financial well-being. Lori’s roles in addition to providing timely, courteous client service, include investment planning, research, marketing and serving as the branch technical liaison.

She began her financial services career in banking in 1995 and joined Edward Jones in 1998, where she worked as a branch office administrator. In 2003, Lori went to work for Raymond James in Hartford City as a sales associate and financial advisor before joining our group in 2008. She holds both the Series 7 and Series 66 securities licenses, along with life and health insurance licenses. She earned a Bachelor’s Degree in Business Administration from Indiana Wesleyan University in 1997 and is a U.S. Army veteran.

Lori served on the Hartford City Chamber of Commerce and was a member of the Dunkirk Kiwanis club. Lori is a member of the Grace United Methodist Church and enjoys taking mission trips.

Originally from Dunkirk, Indiana, Lori now lives in Hartford City, Indiana with her husband, Brian. They have two daughters, Jessica and Megan, and two grandchildren, Andrea and Andrew Jr. In her free time, Lori enjoys boating, hiking, and reading. She spends most weekends in the summer and fall with her family and three dogs at their lake cottage in northern Indiana.