Making a Difference in Your Life Is Why We Are Here

“My parents suffered severely in the 1987 crash because they worked with a discount broker that provided no financial and planning advice. Their experience gave me the passion to try and help others so they don’t make mistakes because they don’t have the right tools, information or guidance.”

For more than 26 years, Lori has specialized in developing comprehensive wealth management plans for successful families, widows, executives and business owners

She is a Certified Financial Planner^™ professional and a Chartered Retirement Planning Counselor. In addition, Lori is a Certified Exit Planning Advisor who helps business owners prepare for the sale or transition of their companies.

Lori speaks frequently for organizations, associations, and corporations on a variety of topics including “The Top 10 Things Women Can Do to Be Confident in Their Financial Future” and “The Top 10 Mistakes Executives Should Avoid During Their Transition.”

Lori was recognized as a Forbes Best-In-State Women Advisor for 2022 and 2023, a Forbes Top Women Advisor for 2017, 2018, 2020 and 2021 and as a Forbes Best-In-State Wealth Advisor for 2018, 2019 and 2021. Prior to joining Raymond James in 2019, Lori held positions at UBS Financial Services and Smith Barney.

Lori is passionate about helping women that have been widowed and are looking for resources to get through this difficult time in their life. To that end, she has written “ Strong On Your Own.” It is a book to help you on your journey to personal and financial confidence after the loss of your husband.

When she isn’t working, Lori enjoys spending time with her friends, as well as traveling and scuba diving with her husband, Jon. Many of their trips are to Los Angeles to visit their daughter, Alexis. Lori is also an avid fan of the Houston Astros specifically and college football generally.

Forbes America's Top Women Wealth Advisors Best-In-State (2023)
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. Research Summary (As of February, 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/ for more info.

America’s Top Women Wealth Advisors (2021)
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (As of February 2021) 32,810 nominations were received, based on thresholds (9,785 women). 16,165 Advisors were invited to complete the online survey. 13,235 Advisors were interviewed by telephone. 2,595 Advisors were interviewed in-person at the Advisors' location. This ranking is based upon the period from 9/30/19-9/30/20 and was released on 3/24/21. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.

Best-In-State Wealth Advisors (2021)
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/bestin-state-wealth-advisors for more info.