Client Care Specialist
Lori is the Client Care Specialist and is our clients' primary contact when they need any type of service on their existing accounts. She has worked within the financial industry for more than four years and she recently joined our firm. She works directly with our clients to build and maintain client relationships and assists in the preparation and submission of requested account specific paperwork.
Lori has three children, and she recently moved to the Lansing area. She enjoys spending time with her family, boating while up North, and attending MSU football games. Go Green!