Helping clients find clarity and confidence through life’s transitions.

Lori has three decades of experience guiding clients through life’s financial transitions and helping them build clarity and confidence in their futures. Her passion for financial planning began early, shaped by watching her parents experience significant losses during the 1987 market crash because their discount broker offered no advice. That experience inspired her to help others avoid similar hardships by providing the education, structure, and partnership they need to make informed financial decisions with confidence.

As a Certified Financial Planner^® professional and Chartered Retirement Planning Counselor™, Lori has built her career on helping families, business owners, and widows make thoughtful, informed decisions that bring reassurance and lasting confidence.

Lori’s approach begins with listening. She takes time to understand each client’s story, priorities, and goals before designing a plan that adapts as life evolves. Her focus on simplifying complexity, providing clear direction, and ensuring every decision aligns with what matters most has earned her lasting relationships built on trust.

Before founding Centrix Wealth Partners, Lori worked with Smith Barney and later UBS Financial Services. She is also the author of Strong On Your Own: A Guide for Widows, written to help women navigate the emotional and financial challenges of loss with clarity and confidence. Lori is a frequent speaker on financial empowerment, widowhood, and navigating life transitions.

When she isn’t working, Lori enjoys spending time with friends, playing Mahjong, traveling with her husband, Jon, and visiting their daughter, Alexis, in Los Angeles. She’s also an avid fan of the Houston Astros and college football.