Lorie has over 10 years of corporate finance experience. She spent her time working with major food brands providing analysis, budgeting, and forecasting. Lorie made the switch from the corporate world because she wanted to start working directly with individuals to help them meet their financial goals. She is our Client Relationship Manager who helps with financial planning, scheduling annual reviews, and special projects. She is fully licensed and will transition to a financial advisor role over the course of 2023.
Lorie has her bachelor’s degree from Binghamton University in finance and consulting. She has a Project Management Certification from Cornell University. She completed her securities licensing in 2022 including her SIE, Series 7, and Series 66 held through LPL Financial. In addition to her securities licenses, she obtained her NYS insurance license as well in 2022.
Lorie grew up in Sinclairville, NY and currently calls that home as she recently returned from living in Charlotte, NC for 10 years. Lorie enjoys traveling, being outside and spending time with friends and family. She has been to four NFL stadiums and has a goal to visit them all one day.