As a financial planning professional, I take time to understand my clients' goals so that we can design a path toward the life you envision and access the tools necessary to make the best decisions for yourself and your family.
My approach to planning is rooted in discovering what makes money meaningful to you and nurturing a lifelong partnership. I'm committed to seeing the full picture so I can provide the best options and strategies to stay on track toward your goals today, tomorrow, and throughout all life's changes.
Affiliations & Memberships
Member of the Midwest Small Business Finance Board
Executive Committee Member for the Clay County Economic Development Council
Immediate Past President and Founding Member of the Kansas City Chapter of Women in Insurance and Financial Services
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Retirement Strategies
- Risk Management Strategies
- Financial Planning ®
Check the background of this investment professional on FINRA's BrokerCheckSee Lori’s Licenses and Disclosures