Lori serves as the team's Client Specialist. She graduated from Western Kentucky University in 1992 with a BA in Mathematics and History and began her career with Hilliard Lyons in 1994. Lori holds the FINRA Series 7 and 63 licenses.
Lori's strength is her attention to detail and accuracy. Her daily focus is on operational matters including client onboarding and account maintenance. Her specialty is processing estates which may include complex asset division and annuity claims. She is an undeniable asset to the team and we could not perform at our highest level without her.
In her free time, Lori enjoys spending time with her husband, Tom, on their farm and traveling to North Carolina to spend time with Tom's family.