Lori is a Chartered Retirement Planning CounselorSM with over 20 years of experience in the financial sector. Since joining our team in 2002, she has built lifelong relationships with individuals, families, and small business owners serving clients with their retirement and financial planning needs. Lori attended Fullerton College in Southern California and majored in business. She resides in Folsom, CA with her husband, Patrick.
- What is a special memory from your childhood?
I remember the long summer days spent at the beach with my four siblings and parents.
- What is your proudest accomplishment?
Raising four happy, successful children with my husband Patrick.
- What kind of vehicle did you take your driver’s test in, and did you pass on the first try?
My driver’s test was completed in a baby blue Ford Pinto and yes, I passed on the first try!
What do I enjoy most about being a financial planner?
I enjoy helping clients identify their vision and expectation for the future through ongoing communication, education, and collaborative meetings, with the goal of developing and implementing a customized plan that best serves their dreams and aspirations for retirement.