Director of Client Services
Lori began her business career over 20 years ago in marketing, communications and sales for a large electronics corporation. She then spent ten years in human resources with Baxter Healthcare Corporation.
Lori has been with the firm since 2005, and is a trusted resource for clients. Her wonderful spirit, engaging smile and positive energy welcome clients when they walk in the door. Lori’s dedication to client service has been a key contribution to the firm’s success.
In her spare time, Lori loves spending time with her husband and grown son, and their two Border Collies. She is also active in dog agility training and travels nationwide to compete at agility trials.
What do you enjoy most about wealth management?
I enjoy getting to know the firm clients, especially as we’ve grown over the years.
What’s the biggest challenge?
Chicago winters… does that count?!
What do you love most about being part of Inspirion?
I enjoy the atmosphere and closeness with Inspirion verses big corporations.
What qualities of yours make you best suited to what you do?
I’m highly organized, detail oriented and have the ability to multi task which is a must here with all of the changes and growth we’ve had at Inspirion.
What do you love to do outside of work?
Training and competing with my dogs in agility
If you could be anywhere where would you be?
At the lake in Eagle River, Wisconsin. When it’s warm!
What personal accomplishments are you most proud of?
Raising my son and staying strong through some of life’s greatest challenges.