The Watchman by David Pettit
Lori J. Baum

Lori J. Baum Financial Advisor

Lori began her financial services career in 1990 at Piper Jaffray, moving to Merrill Lynch in 1994 as a Registered Client Associate. She received numerous honors during her tenure there, including repeated inclusion in the Top 100 of Client Associates firmwide. She holds Series 7, 24, 66 and insurance licenses.

After working together for 11 years, Lori became a financial advisor and full partner to Kayla Koeber in 2013. Lori joined Raymond James in 2015, remains an essential partner with Kayla and Voyager Wealth Advisors, Inc., and embraces the deep, planning-based relationships at the core of the Voyager practice.

Lori is a member of the American Association of University Women (AAUW), and the Three Corners Women’s Giving Circle, which seeks to empower women and girls through the strength of collective giving.

A native of Utah, Lori grew up in the beautiful Heber Valley and now lives in Apple Valley with her husband, Phil. Lori and Phil have three children and have enjoyed, over the years, an extended family of horses, dogs, cats, chickens and assorted grandchildren. Lori loves spending time with her grandkids, reading, gardening, hiking and being outdoors as much as possible.