Lori Conder, FPQP^®

Meet Lori, a dedicated professional committed to delivering exceptional service to our clients, ensuring the realization of their Wealthwhile™ objectives. Lori finds immense satisfaction in her daily, one-on-one interactions with clients, witnessing the positive impact her role has on their lives.

In her role as a Client Service Associate, Lori collaborates directly with clients to implement meticulously crafted planning and investment strategies devised by her team of Wealth Managers and Associate Advisors. Her responsibilities encompass collecting vital client data, executing account maintenance with precision, and maintaining complete client records.  Lori also plays a critical role in workflow management for her team, ensuring seamless operations.

Joining Deerfield in 2018, Lori brought with her 12 years of impressive experience in advertising and promotional product sales, followed by a transition into e-Commerce. Proactively aligning herself with our industry, Lori earned her Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning, equipping her with the precise industry knowledge needed to make an immediate, substantial impact for her clients and colleagues.

Outside of her professional endeavors, Lori is a passionate advocate for animal welfare, volunteering her time to various non-profit organizations in Indianapolis specializing in the care of animals. Her favorite annual event is the Mutt Strut. In her spare time, Lori dedicates herself to the companionship of her four beloved pets, Tilly, P’nut, Rigo & Lulu.

She also finds fulfillment in gardening, canning, puzzles, historical reading, and has a passion for DIY projects and interior design. Lori’s goal in the next five years is to move to the country and establish a hobby farm for herself, grandkids, nieces, and nephews, fostering a love for nature. Lori’s multifaceted skills and genuine dedication make her an invaluable asset to both our clients and the Deerfield team.