Registered Client Associate
Lori joined our team as a registered client associate in April of 2021. She began her career in the financial services industry in 1997 on the trading desk with a regional investment firm and has continued to grow her experience through various other roles, as well as, obtaining her Series 7, 52, and 63 licenses. Lori holds a B.A. in Business Management from Henderson State University.
Lori was born in Jackson, Mississippi and was raised in Little Rock, Arkansas. She and her husband, Joe, reside in Prosper and have three children – London, Eden, and Nixon. When not attending soccer, volleyball, or flag football games, Lori enjoys traveling, reading, and spending time with family and friends.