About Tori
Alongside her advisory team, Tori develops meaningful relationships with clients while designing plans that address their financial goals. She primarily serves clients based in Scottsdale, Arizona, and Palo Alto, California. Tori believes the ideal client relationship has both open communication and a willingness to share important life updates. She is passionate about building trust with her clients, and she enjoys supporting them through major life events.
Originally from upstate New York, Tori lives in Denver, Colorado. She is an avid marathon runner and loves to travel in her free time.
Education and Professional Milestones
-Loyola University, Maryland – bachelor’s degree in finance
-Has also held a financial services role for SC&H Group in Baltimore, Maryland
Alongside her advisory team, Tori develops meaningful relationships with clients while designing plans that address their financial goals. She primarily serves clients based in Scottsdale, Arizona, and Palo Alto, California. Tori believes the ideal client relationship has both open communication and a willingness to share important life updates. She is passionate about building trust with her clients, and she enjoys supporting them through major life events.
Originally from upstate New York, Tori lives in Denver, Colorado. She is an avid marathon runner and loves to travel in her free time.
Education and Professional Milestones
-Loyola University, Maryland – bachelor’s degree in finance
-Has also held a financial services role for SC&H Group in Baltimore, Maryland