Lori started in the Financial Services industry since 2011. Her role as a Senior Client Associate is to act as our client’s first point of contact. She is an integral part of the team, providing each client with a high level of personalized service with a caring heart. As the administration and operations expert, Lori plays an integral role in the day to day activities of the team and client relationship platform, ensuring a smooth, positive experience. She handles all event planning with emphasis on making clients know how much they are valued. Lori enjoys Sunday dinners with her family as well as traveling. She is a native Floridian and a graduate of the University of Miami with a Bachelor of Arts Degree in Psychology.