Lori Paglini

Operations Manager

Lori has an eye for seeing a situation and then very quickly recognizing what will make it work, what will make it beautiful. Perhaps it’s her interior design background, or simply that her creative abilities let her see what’s possible; but in either case, Lori makes things better.

A bit of a perfectionist (but in the way that works for you), she’s attentive to the risks that are possible when we’re dealing with people’s money, because what we’re really dealing with is the quality of their future.

With the firm since 2013, Lori keeps us on track as our Operations Manager. With a strong understanding of the business, the team and our clients, she keeps our attention on what matters most – you.