Lori brings over 25 years of Financial Planning experience to the Empower Wealth Management Team where she works directly with Ron to analyze information and develop tools that illustrate planning concepts for each client’s unique situation. She shares in Ron’s passions of providing exceptional client experiences and taking Financial Planning to a whole new level. A graduate of UConn with a B.S. in Finance from the School of Business, Lori is also a Certified Financial Planner®, a Chartered Financial Consultant®, and holds FINRA Series 7 and NASAA Series 66 and 63 Securities Registrations. She hopes to fill her SCUBA divers log with many more beautiful underwater experiences. Above sea level, her favorite things to do are mountain biking, golfing and drawing. |