ADMINISTRATIVE ASSISTANT
Lori, as our Administrative Assistant, is an integral member of our team and is responsible for a broad range of administrative support functions. She prides herself on developing strong relationships with clients, providing excellent client service and proactively finding solutions to challenges that arise.
Prior to joining Core Wealth Management in 2013, Lori worked as an administrative assistant in the insurance and financial services industry. Before moving to Florida in 1996, Lori worked at AT&T for 10 years in Kansas and Alabama.
Lori has a bachelor’s degree in Social Work from Wichita State University.