Lori plays a key role as a Client Associate at Lofy Group, working with our clients on an ongoing basis and as client needs arise. She has an extensive background in financial administration, with almost 30 years of experience in the financial service industry. She strives to provide excellent service and will always go the extra mile.
Lori’s main responsibilities include assisting in the preparation for Client Strategic Planning and Review Meetings and coordinating task follow-ups, such as Meeting Memos to clients and staff.
She provides direct support to the financial advisors and handles a variety of matters involving third-party administrators, such as for alternative investments, life insurance and annuity contracts, and private equity fund managers. She also coordinates document signings and processing between clients, LPL and third parties. Lori also assists with special projects as they arise and is a Public Notary.
Lori enjoys spending her free time with her 3 children, family, and friends. Her favorite pastimes include cooking, reading, watching sports (especially hockey), and traveling. She also likes to volunteer with Meals on Wheels when time permits.