Lorie Crowell CRPC®

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 and have more a direct impact. She joined our team originally as our Client Relationship Manager who helped with financial planning, scheduling annual reviews, and special projects. She has now transitioned to an active Financial Advisor on the team. 

Lorie has her bachelor’s degree from Binghamton University in finance and consulting. She has a Project Management Certification from Cornell University. In 2024, Lorie earned the ‘Chartered Retirement Planning Counselor’ designation from The College for Financial Planning.  Lorie holds her SIE, Series 7, Series 66 through LPL Financial, and New York State Life Insurance Licenses.  

Lorie grew up in Sinclairville, NY and currently calls that home. Lorie enjoys traveling, being outside and spending time with friends and family. She got married in 2024. She has a full house with two teenage stepchildren and a young daughter. To say there is never a dull moment at home would be an understatement. 

CRPC conferred by College for Financial Planning.