From the moment in 2018 when Ron shared his vision of taking Financial Planning to a whole new level, Lori knew that she wanted to join his team.
Since then, she has been an integral part of the Wealth Management Department, earning the nickname, “the Mad Scientist,” as she uses her creative and analytical skills to design interactive spreadsheets and presentations that simplify the advanced concepts that comprise each client’s unique plan.
With over 30 years of experience in Financial Planning, Lori takes pride in being a Fiduciary and is passionate about providing exceptional client experiences. She graduated from UConn with a B.S. in Finance and is a Certified Financial Planner® and a Chartered Financial Consultant®.
“I love being part of a team that is dedicated to helping people, and I am delighted to contribute to the solutions that make our clients feel better every time they meet with us.”
When she’s not in her Empower “Laboratory,” she enjoys SCUBA diving, mountain biking and creating inspiring stories and art.