Lori Squarcetta


FINRA Series 6 

FINRA Series 63 

Life, Health and Property & Casualty licensed in Pennsylvania


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.   

Upcoming speaking engagements

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Resources and event materials

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In the community

Notary Public

Member of The Pennsylvania Association of Notaries 

Former Volunteer District Leader with The Humane Society of the United States