Lori joined Capstone in September 2020 to support the Private Wealth team as an Administrative Assistant. She serves the goals of our clients and the business very well with her detail-oriented organizational skills, along with over a decade of experience in the financial planning and insurance industries.
Lori is all about finding practical solutions that meet needs and maximize clarity and efficiency. She hates to leave a question unanswered or a need unmet.
Lori enjoys talking about linguistics, reading and of course her nieces. She also loves to bring a smile to people’s faces while striving for excellence in all that she does. Being able to work with a team of like-minded individuals who share her faith and drive for excellence is simply icing on the cake.