FINANCIAL PLANNING ASSISTANT
Lori serves as our Financial Planning Assistant and Office Manager. Lori began her career in financial services over 30 years ago working for well-known firms such as Prudential Securities and Legg Mason. She has extensive experience in the insurance and investment industry and holds her FINRA Series 6 and FINRA 63 licenses in addition to her Pennsylvania Life license. Outside of the office, Lori volunteers in transporting homeless dogs to area rescues and adopting families. Lori also enjoys time with her family and vacationing in the Outer Banks of North Carolina with her husband of 15 years.