Client Service Coordinator
Lori is our Client Service Coordinator, in charge of greeting clients, processing applications and client service requests, and organizing West Advisory Group’s client and public educational events. She has been in the financial services industry on and off for more than 30 years and is drawn to the industry because she enjoys helping people live their best retirement years. Lori always seems to find her way back to the financial services industry because she enjoys being West Advisory Group’s point of contact, liaison between the advisors, and friend.
When not in the office, Lori enjoys spending time with her two kids. They are involved in Scouts, dance, hockey, and baseball. She is the treasurer of her daughter’s Girl Scout troop and the Den Leader for her son’s Cub Scout troop.