Lori brings over 30 years of experience as a client associate, with the majority of her career dedicated to the financial services industry. She is known for her commitment to delivering exceptional client service and her willingness to go the extra mile to support both clients and colleagues.
Her role includes assisting the legal and tax team with various special projects and providing support wherever needed. Her adaptability and team-focused mindset make her a valued resource across multiple areas of the firm.
Lori enjoys spending her free time with her 3 children, family, and friends. Her favorite pastimes include cooking, book club, watching sports (especially hockey), and traveling.