Lori joined the firm in 2006 and is the office administrator.
Her areas of focus are:
- Opening new accounts, answering client questions and processing client requests, and preparing for client meetings
- Maintaining the CRM
- Keeping the records and bookkeeping for the business
Lori lives in Clear Lake, Iowa with her husband Dave. They have 3 grown children and 6 grandsons. Lori enjoys baking, doing puzzles, traveling, and attending sports and activities of her grandsons. One of her favorite activities is her walking time along the lake.
Waldorf College, Associate of Arts in Accounting and Computer Science