Client Care Specialist
Lori has been a member of the wealth management industry since 2020, bringing experience from healthcare, education and retail industries.
Born and raised in California, Lori grew up on a golf course (now a vineyard), and enjoys (of course) golfing, biking, hiking, sports (go 49ers!) and learning. In her spare time, Lori’s side hustle is making shirts, pandemic facemasks, etc. (learned on the fly via aggressive Googling!).
She lives in Glendale Heights, IL, with her husband of 24 years, Rich, and her son and daughter.