Originally from Michigan, Lori traded snowy winters for sunny Naples five years ago and has been loving the Southwest Florida lifestyle ever since. Although she earned a degree in Vehicle Design, her career path led her into the financial industry, where she has spent nearly 25 years working with banks and credit unions and helping clients feel confident about their financial lives.
Lori enjoys connecting with people and building lasting relationships, bringing both experience and a friendly, approachable personality to everything she does.
Outside of work, Lori loves spending time with her 24-year-old son, Drew, and her adorable four-year-old Scottish Terrier, Olive. When she’s not in the office, there’s a good chance you’ll find her at the beach soaking up the sun, planning her next cruise adventure, or in the kitchen cooking and baking for family and friends
