Overview
Prior to joining CliftonLarsonAllen Wealth Advisors, Lori spent the last thirty years servicing high net worth individuals and provided administrative, operational, and office management support to advisors at various well-known financial services firms.
Education
FINRA Series 6
FINRA Series 63
Life, Health and Property & Casualty licensed in Pennsylvania
In the community
Notary Public
Member of The Pennsylvania Association of Notaries
Former Volunteer District Leader with The Humane Society of the United States