Lori has an unwavering commitment to her clients and is guided by a profound appreciation for the trust that binds each of these client relationships. As an independent financial advisor with Advisemint Financial Partners, she collaborates with each client in strategizing steps toward pursuing their long-term objectives in all stages of life, standing beside them as they navigate through each phase to pursue their financial goals.
Lori earned her CERTIFIED FINANCIAL PLANNER™ mark in 1995 and started her financial advising career with Waddell & Reed, Inc. in November of 2000. She currently holds the Series 7 and 63 Registrations through LPL Financial, as well as Life, Accident, and Health Insurance Licenses.