Lori joined the OKC team in the fall of 2023 as a Relationship Management Associate. With precision and expertise, she provides invaluable support to clients across diverse domains, ranging from trusts and probate to estate planning and administration.
Lori brings with her over 10 years of extensive background in finance and the everchanging mortgage industry—a graduate of Metropolitan College, holding a bachelor’s degree in applied science.
Lori finds her greatest joy in cherished moments with family and friends. She enjoys shopping and lakeside living, with activities like kayaking, boating, and fishing, and embarking on outdoor adventures in her trusty Jeep. Her two beautiful daughters, Shay and Cady, are at the core of her world, and she shares her journey with her high school sweetheart and husband, Lee.