With 16 years of experience as a financial advisor, Lori offers extensive industry knowledge and honest, trusted guidance to help clients pursue their goals. She provides comprehensive financial planning services, and gathers a complete picture of clients’ financial outlook in order to help them set realistic goals, invest their wealth at the appropriate level of risk, and effectively monitor their assets over time. Lori enjoys cultivating relationships with the individuals and families she works with, and seeks to enhance the quality of their life through sound financial planning.
Lori has completed the Wealth Management Specialist™ certificate program, a curriculum that includes the wealth management process, time value of money principles, measurement of risk and return, asset allocation process, investment strategies, investment taxation, insurance products in wealth management, business ownership and planning, retirement planning considerations and estate planning considerations.
Lori began her career in 2000 as a financial advisor with A.G. Edwards, which later became Wells Fargo Advisors. In 2008 she became a branch manager at Wells Fargo and held the position until joining Raymond James in 2015. She earned an associate’s degree from Kellogg Community College and a bachelor’s degree in business management and organizational development from Spring Arbor University.
An active member of her community, Lori is a trustee for the Climax-Scotts Community School Board. She previously was a professional advisor for the Battle Creek Community Foundation, a member of the Battle Creek Rotary, and an ambassador for the Battle Creek Chamber of Commerce.
Lori is a native of Climax, Michigan, and lives with her husband, Doug, and their sons, Jackson and Leo. She especially loves spending time outdoors with her family, and can often be found supporting her sons at their football and baseball games and wrestling tournaments. Her hobbies include swimming, exercising, playing the piano, assembling puzzles and riding her horses.