Biography

Lori has over 20 years of experience in the financial services industry and a passion for helping families and those in need.  In 2016 she took her passion for families and their financial well-being and founded Laurel Wealth Management, LLC.

Before founding Laurel Wealth Management, Lori was a founding partner at Wealth Advisors of Tampa Bay where she served at the Chief Operating Officer.  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 holds a Bachelor of Science in Economics and Master of Business Administration degrees from the University of Florida (UF).  Lori also hold her Series 7, 24, and 63 through Principal Securities and is a CERTIFIED FINANCIAL PLANNER™ professional.

As a UF graduate, Lori is a true Floridian at heart.  She enjoys traveling and the excitement of exploring new places.  She also likes to read and attend University of Florida football games – Go Gators! She is a member of First United Methodist Church.  

Her dedication to helping others goes beyond the normal “relationship” found with most, she takes the time to look at the needs of her client and strives to provide the best service possible.  

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Informal Biography

Hi! I'm Lori!

I am a CFP® practitioner.  Wife.  Mother.

I have spent my entire career in financial services. I am passionate about financial literacy and education. I love to help people. 

I’m a Native Floridian—born and raised in the sunshine state, my family’s roots run deep.

When I’m not working with clients, you’ll find me:

• Traveling the world looking for great adventure and the best cup of tea

• Watching the sunset on Siesta Key

• Reading the latest best seller

• Cheering on the University of Florida Gators

• Volunteering in our community

I live with:

• An amazing son who’s in college at the University of South Florida

• A husband who I met my senior year in college.  We’ve been married over 20 years

• Katie and Bronny--mixed breed dogs we adopted from the local humane society

Let’s work to develop a plan designed to leave a lasting financial legacy for your family!