Lori initially joined the Financial Management Concepts team in October of 2014 as our Director of First Impressions when her husband’s job provided their family an opportunity to escape their lifetime home in California and move to Florida.
Knowing she was born a people-pleaser, she began her career in customer service at a wireless phone company. Here she learned one of the most valuable skills in the work force and in life - listening! After a decade in management, she wanted to take her customer service strengths into the government sector. Lori worked in various capacities for a regional government agency for the next 8 years; her primary roles being citizen outreach, legislative advocacy and media relations.
After two years with Financial Management Concepts, she spread her wings in 2016 to experience the other side of the business at a broker dealer; specifically, Pershing. During her tenure with Pershing she served as a Senior Processor and Senior Client Service Representative. In May of 2019 she returned to Financial Management Concepts as our Operations Manager.
In her free time Lori enjoys challenging herself to long distance runs and spending time with her family of six.