Lori’s financial services background spans more than 17 years. She believes that her broad knowledge of insurance and investment products provides her clients the comfort they need to work with a financial professional. As the spouse of a teacher, Lori understands first-hand the need for education on pension, benefits, and overall retirement needs. Using her skills and experience, her goal is to assist families and educators to work towards building their financial freedom with confidence. At the end of the day, Lori wants the relationships she develops with her clients to be one that is not only as their financial representative, but hopefully, as a friend that can be depended upon in a time of need.
Lori began her insurance career with State Farm in 2004. Over the course of 10 years, she found her passion with helping people plan and protect their future. After discussing new career opportunities with her husband’s retirement plan advisor, she made the heart felt decision to move to MetLife in 2014. While there, she expanded her practice to include investment and retirement planning, which gave her the unique opportunity to work with active, retired, and discharged members of the United States military. This is also where she began her work in the public school retirement marketplace. In 2021, Lori made the decision to join ABMM Financial as an independent registered representative.
Bachelor’s degree from the University of West Florida
Lori lives in the Northwest Florida panhandle with her husband of over 30 years. She is a proud mom to her two boys and grandma to six grandchildren. She has lived in her community her entire life and is an active member of her church and the local Junior League of Pensacola. Lori’s favorite pastime is spending time with her grandchildren.