Joining us in 2023, Lori entered the industry driven by a servant’s heart to help others and the realization of the pivotal role finances play in our lives. This, combined with her warm and friendly personality, genuine care and her role as a trustworthy assistant to financial advisors, forms the core of her role on our team.
Building on her 12 years of customer service experience, Lori is no stranger to the art of client relationships and fostering team unity. Prior to her role at WealthPoint Advisors, Lori honed her administrative and customer service skills in various roles at Northwestern Mutual, her church and Janney Montgomery Scott. Lori also has a professional dancing background spanning a decade, with performances for Disneyland, the NBA and Royal Caribbean, a testament to her discipline, dedication and passion for her work.
Lori and her husband, Graham, have two children, two dogs and a couple of cats — a full and active family based in Belmont, North Carolina. Beyond her professional life, Lori is deeply involved in her church, enjoys engaging in art or sports with her children, maintains a lovely garden, and is always ready to encourage others.
