About Lori
Lori provides specialized consulting services for advisors with technical planning needs and complex client cases. She also develops, curates, and delivers training and resources for advisors across Focus Partners Wealth. Lori has a passion for breaking down complex financial and legal concepts and making them understandable to all audiences. To that end, she has been a frequent presenter at professional conferences and workshops.
Lori has over 15 years of experience in legal and financial services. She began her career as a law clerk for a Vermont Supreme Court justice and eventually started her own firm helping clients navigate the legal, financial, and emotional aspects of divorce. During that time, she realized the power of financial planning to change people’s lives. She has since worked as a wealth advisor at RIAs and as support for wealth advisors with complex client cases.
Lori lives in Vermont with her partner and their rescue dog, Archer, who often makes a surprise appearance in Teams meetings (Archer, not her partner). Fun fact: she has also written and performed stand-up comedy.
Education and Professional Milestones
-Burlington College - bachelor’s degree
-Vermont Law School – Juris Doctor
Lori provides specialized consulting services for advisors with technical planning needs and complex client cases. She also develops, curates, and delivers training and resources for advisors across Focus Partners Wealth. Lori has a passion for breaking down complex financial and legal concepts and making them understandable to all audiences. To that end, she has been a frequent presenter at professional conferences and workshops.
Lori has over 15 years of experience in legal and financial services. She began her career as a law clerk for a Vermont Supreme Court justice and eventually started her own firm helping clients navigate the legal, financial, and emotional aspects of divorce. During that time, she realized the power of financial planning to change people’s lives. She has since worked as a wealth advisor at RIAs and as support for wealth advisors with complex client cases.
Lori lives in Vermont with her partner and their rescue dog, Archer, who often makes a surprise appearance in Teams meetings (Archer, not her partner). Fun fact: she has also written and performed stand-up comedy.
Education and Professional Milestones
-Burlington College - bachelor’s degree
-Vermont Law School – Juris Doctor