Lori began her career in the financial industry with Penn Mutual Life Insurance Company after graduating from Sawyer Business School in 1989. There she learned many aspects of the insurance business. Her main responsibilities included providing customer service for policyholders, as well as assisting the office manager with the daily activities of the office.
In 1997, Lori was offered the opportunity to work with the Managing Partner at New England Financial. There her role was to provide support for senior management in the contracting and licensing of new agents. It was during this time that she first worked with Walt and Angela.
After taking time off to start a family, Lori began working with Walt again in March, 2015. She is excited to be part of West Advisory Group and looks forward to building relationships with Walt’s clients with the goal of providing superior customer service.
Lori lives in Gibsonia with her young children, Lilli and Jacob. She enjoys planning fun activities with her kids and is actively involved with her daughter’s Girl Scout Troop.