Lori has been an essential part of the Envision Retirement Solutions team since January of 2000. She manages all client service-related requests and is here to help you with any questions regarding your accounts, statements, deposits, or withdrawals.

Prior to working at Envision Retirement Solutions, Lori worked in the property and casualty insurance industry for almost 10 years.

Lori and her husband have two daughters. When she is not in the office, Lori enjoys watching her daughters play sports, traveling, attending church, and helping with children’s ministry at her church.