Lori has over 15 years of experience in helping her clients develop investment portfolios and strategies that create wealth and life satisfaction. She combines this experience with the knowledge and wisdom she developed over the 10 years she spent in the business world as president of a nationwide startup company.
Lori also has extensive experience in personal coaching and has successfully helped many individuals construct relevant plans for using their investments toward creating a strategy for “What’s next?”.
Lori has a dual degree in Marketing and Information Systems from Southern Illinois University at Edwardsville.
Lori and her husband Louie have 3 children and they both enjoy golf and tennis, and spending time with family and friends.