Prior to joining Moors & Cabot, Lori was sole owner of an independent financial planning  practice, providing Investment and retirement income strategies. She is dedicated to helping families achieve their investment goals, manage their long-range plans, and retire successfully. Her clients include multigenerational families throughout the country.

After graduating from SUNY-Albany with a major in psychology and a minor in economics, Lori  began her career, helping establish a financial planning and insurance firm. After ten years, she  launched her own practice, Advisors for Financial Independence, LLC., and continued to grow  her business and strengthen her client relationships through the ups and downs of the markets for 30+ years.

Throughout the years, Lori has been a basketball coach, and earned her 1st and 2nd Degree  Black Belts in Taekwondo. She is an avid animal lover, enjoys watching college basketball,  football (Go Bills!), fishing and traveling with her partner of 25 years, Wilda.