Originally from Connecticut, Lori has called Florida home since 1989 and brings over 25 years of experience in the financial industry. She’s passionate about helping clients make smart, confident investment decisions — always with a personal touch and a focus on what’s best for you.

As a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor at Raymond James since 2012, Lori offers thoughtful guidance on everything from financial planning to full portfolio management. She’s known for being honest, responsive, and committed to helping clients reach their goals with clarity and confidence.

Lori is a proud board member of Girls on the Run of Northeast Florida and supports several local organizations, including Toys for Tots, Dressed for Success, and Volusia County Schools.

She lives in Port Orange with her husband and two daughters, and enjoys running, boating, and spending time with her family.