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.
- Joined the wealth management industry in 2013
- Series 7 Licensed, Registered Representative, Cambridge Investment Research
- Bachelor Degree in Interior Design from Harrington College of Design
She and her husband, Jack, have 2 sons and 2 daughters. Lori loves tennis and plays competitively on several teams.