Lori joined Raymond James in August 2016 after 23 years at Wells Fargo Advisors.  She joined The Sachs Group of Raymond James in 2020. Lori is dedicated to providing a quality client experience and enjoys building strong relationships with clients.  She holds Series 7, Series 63 and Series 65 securities licenses and the Texas General Insurance license.  Away from the office, Lori lives in Boerne with her two children, Miguel & Isabella who keep her busy with their activities such as Special Olympics and theatre.