Founder & President of Laurel Wealth Management
Lori has a passion for helping families and those in need. With over two decades of experience in the financial ser-vices industry, she took her passion for families and their financial well-being and in 2016, she founded Laurel Wealth Management, LLC. Her firm is dedicated to building financial legacies and helping families prepare for retirement and focus on their financial legacy plan.
As a graduate of University of Florida (UF), Lori holds a Bachelors of Economics degree and a Masters of Busi-ness Administration degree. Lori holds her Series 7, 24, and 63 through LPL Financial and Series 65 through Laurel Wealth Management, LLC. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) designee.
She was a founding partner of Wealth Advisor of Tampa Bay where she was the Chief Operating Officer. She was responsible for the firm’s day-to-day operations and compli-ance. She has extensive experience in the management and operations of key departments of various financial institutions. She served as Assistant Vice President of the Electronic Banking Department for the Bank of Tampa prior to her decade-long service as Chief Compliance Officer, Controller, and Principal of Florida Investment Advisors.
Lori takes her passion for people, determination, and drive into her personal life as well. She finds value in having a work-life balance for herself and her clients. She enjoys learn-ing and growing her skills in financial legacy planning and continues to meet with peers and experts on a regular basis.
As a UF graduate, Lori is a true Floridian at heart. She enjoys traveling; two of her favorite destinations are Hawaii and Sedona. She also likes to read and attend University of Flor-ida football games – Go Gators! She is a member of First United Methodist Church. She and her husband Joe have a teenage son Devin.
Her dedication to helping others goes beyond the normal “responsibility” found with most, she takes the time to look for what is really at the best interest of her client and pro-vides the best service possible. It truly is a lasting, trusting, family relationship.