Lori, a Registered Representative, has been in the financial services industry since 1991. She has the skills, knowledge and experience necessary to help clients prioritize and implement strategies that complement their company benefits.
Lori helps clients organize all of their various “financial junk drawers” to create maximum efficiency in theirfinancial strategies. Lori’s experienceincludes: Fixed and Variable Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Mutual Funds, IRAs, and 529 Plans. She is also licensed to sell Life and Health Insurance products in AL, CT, FL, MA, MD, ME MI, NH, NJ, PA, RI, VA and is registered to sell securities inCT, FL, RI, AL, NH
A lifetime resident of East Lyme, CT she lives with her husband Paul (Wally), and children Katie, Alison and Sarah. Lori graduated from East Lyme High School in 1986 and Wheaton College, Norton MA in 1990. She attended Bowdoin College through the Twelve College Exchange Program 1988-1989. Lori serves on the LAMBS Board at the Lawrence and Memorial Hospital and is active in the community.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Special Care
Check the background of this investment professional on FINRA’s BrokerCheckSee Lori’s Licenses and Disclosures