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 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.