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Lori began her professional career in branch management with a trust company, and during that time earned the Certified Financial Planner® designation.
She began to focus on financial planning in 1996, and joined HG Partners Limited in 2006, where she is a key member of the firm’s financial planning team.
She has two decades of experience in providing comprehensive financial planning advice to a wide-ranging clientele, including corporate executives, professionals, business owners, retirees and families. Lori appreciates HG Partners’ collaborative and team-based approach to financial planning and wealth management and finds it rewarding, on a personal level, to see the firm’s clients work toward and achieve their retirement and other financial and lifestyle goals as a result of the firm’s planning process.
Outside of the office, Lori enjoys spending time with her husband, Bob, visiting their family which is scattered throughout North America. She is an avid runner, competing in marathons, and more recently trail races. Lori also enjoys live theater, golf and downhill skiing.