Director of Insurance
As Director of Insurance, Lori is a consummate insurance professional who helps advisors find suitable life, long-term care and disability insurance solutions for their affluent clients.
Her sole focus has been on providing personalized insurance support—including life, long-term care and disability income--so advisors can focus on their clients and on building their practices. Advisors rely on Lori's underwriting expertise, detail-oriented focus and proactive approach to finding solutions. By leveraging her knowledge, she provides strategic consulting and solve problematic underwriting situations, helping registered representatives and licensed insurance agents serve the insurance needs of their high net worth and affluent clients.