Experience: Lori joined inSOURCE in December of 2022. She has been employed in the securities industry since February of 1979. Lori’s experiences began in basic operations, expanded to equity, commodities and government bond trading, and eventually transitioned to supporting financial advisors and their clients as a registered assistant. She likes the intensity and demands of her position and treasures most the ability to help clients and advisors while developing relationships spanning many years. Lori holds Series 7 and Series 63 licenses.
About: Lori and her husband Gary met while in high school and recently celebrated their 40th wedding anniversary. They have two 90-pound furbabies at home and are blessed with three daughters and their families living nearby. She enjoys spending time with her husband, their family and reading.
Location: La Vista
Motto: “I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou