Lori began her investment career with Baird over 20 years. She is the teams primary contact for all of their client’s service needs and inquiries. She supports the team and clients by providing first-class client service. She is ready to go the extra mile. Her years of service and dedication make her an invaluable member of their team.
In 2010 Lori moved to the Carolina’s from Wisconsin where she was born and raised. She started with Baird in the West Bend, WI branch and moved to the Carolina’s to help establish this Charlotte branch.
For fun, Lori enjoys spending time with her husband and family, seeing the country from their motorcycle, and cheering for the Green Bay Packers.