Lori’s role as Operations Manager is to assist the clients of WealthPlanners by improving practice management and operations. Her goal is for conscious improvement of the overall practice in order to enhance our client’s experience.
Lori joined WealthPlanners in 2013 and holds a Series 7 license. She and her husband, Jack, live in Chicago’s northwest suburbs and have 2 sons and 2 daughters. Lori loves tennis and plays competitively on several teams in the Chicago area.