About Lori
Lori counsels high-net-worth individuals and families by providing them with individualized comprehensive wealth management plans focused on tax efficiency. She uses her expertise in estate planning to create strategies to meet the unique needs of her clients. Additionally, Lori is continuing to build Focus Partners Wealth's curriculum to educate wealth advisors who are new to the industry or to the firm.
When not in the office, Lori can be found at a local hockey rink cheering on her son and daughter or walking out and about with her beloved cockapoo, Oakley.
Education and Professional Milestones
-Assumption University - bachelor of arts
-Western New England University School of Law - juris doctor
-Joined Focus Partners in 2004
-Member of Focus Partners' Diversity, Equity, and Inclusion Council
-Has worked as senior staff attorney with G.W. & Wade Inc., where she provided financial counseling and tax services to high-net-worth individuals
Lori counsels high-net-worth individuals and families by providing them with individualized comprehensive wealth management plans focused on tax efficiency. She uses her expertise in estate planning to create strategies to meet the unique needs of her clients. Additionally, Lori is continuing to build Focus Partners Wealth's curriculum to educate wealth advisors who are new to the industry or to the firm.
When not in the office, Lori can be found at a local hockey rink cheering on her son and daughter or walking out and about with her beloved cockapoo, Oakley.
Education and Professional Milestones
-Assumption University - bachelor of arts
-Western New England University School of Law - juris doctor
-Joined Focus Partners in 2004
-Member of Focus Partners' Diversity, Equity, and Inclusion Council
-Has worked as senior staff attorney with G.W. & Wade Inc., where she provided financial counseling and tax services to high-net-worth individuals