Lori, a Registered Representative, has been in the financial services industry since 1991. She has the skills, knowledge and experience necessary to help clientsprioritize and implement strategies that complement their company benefits.
Lori helps clients organize all of their various “financial junk drawers” to create maximum efficiency in their planning strategies. Lori’s expertise includes: Fixed and Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Mutual Funds, IRAs/Old Pension Consolidation, and 529 Plans. She is also licensed to sell Life and Health Insurance products in CT, FL, MD, ME, NJ, PA, RI, VA and is registered to sell securities in CT, FL and RI.
A lifetime resident of East Lyme, she lives with her husband Paul (Wally), and children Katie, Alison and Sarah. Lori graduated from East Lyme High School in 1986 and Wheaton College, Norton MA in 1990. She attended Bowdoin College through the Twelve College Exchange Program 1988-1989. Lori serves on the LAMBS Board at the Lawrence and Memorial Hospital and is active in the community.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care