Lori plays a key role in helping us uphold the personal service and quality client experience we take pride in providing. Whenever a client has a need, concern, question or request, Lori is dedicated to ensuring that the matter is addressed in a prompt and helpful manner.
Lori strives to make every client she interacts with feel appreciated and respected while serving their financial needs. She takes the time to really listen to our clients and work with them to resolve any issues.
She handles all client-related matters, specifically trading, income, estates and required minimum distributions. Her organization skills, attention to detail and technical knowledge greatly enhance her effectiveness.
Lori has more than 25 years of financial industry experience. She has an extensive background in the management of nonprofit programs. Before joining Raymond James in 2017, she was a loan officer at Mellon Bank. She is a graduate of Clarion University.
Lori is originally from Jeannette, Pennsylvania, and today lives in Oil City, Pennsylvania, with her husband, Tom. They have three daughters, Megan, Madison and Maryn, and two grandchildren, Carley and Bentley. In her free time, Lori enjoys river life and spending time with family and friends. She is a past board member of the Cornplanter Volunteer Fire Department.