Lori is a dedicated professional committed to supporting clients at every stage of their Wealthwhile^SM journey. She finds genuine fulfillment in forming deep connections with clients, going beyond the surface to deliver exceptional service and cultivate enduring relationships.

As a Client Services Associate, Lori collaborates with a team of Wealth Managers and Associate Advisors to implement planning and investment strategies. Her responsibilities include client interfacing, recordkeeping, account maintenance, meeting coordination, and research on special projects.

Joining Deerfield in 2016, Lori furthered her professional qualifications by earning the Financial Paraplanner Qualified Professional® designation through the College for Financial Planning the following year. Prior to Deerfield, she accrued 15 years of experience in executive administration roles within the banking and public accounting sectors.

Beyond her professional endeavors, Lori resides in Fishers, IN, with her daughter, Shelby. They both actively engage in non-profit and community initiatives focused on enhancing the well-being of others, particularly children, elders, and individuals living with disabilities. Lori is deeply passionate about making a positive impact on the world by living authentically and leading with compassion, enriching Shelby’s life and the lives of those they have the privilege to touch.