Lori joined our team in January of 2008 as David’s assistant and her position has evolved over the years into Supervisor of Client Services. She graduated from Thomas Edison University with a Bachelor’s degree in Psychology.
Lori is currently licensed as an Insurance Producer in New Jersey with Life & Health lines of authority. She also holds the Certification in Long-Term Care (CLTC) designation which focuses on the discipline of extended care planning. In addition, Lori is a Notary Public with the State of New Jersey.
Lori has many areas of responsibility within our organization including managing our group’s daily operational functions, assisting our clients with their insurance needs, and supporting both the Tax and Wealth Management teams when necessary.
In her spare time, Lori enjoys hiking and can often be found on the trails in Wawayanda State Park with her husband and dog. She is also a fervent reader and frequents her local library.
Have a question for Lori? Contact her directly at firstname.lastname@example.org.