Focus
Lori plays a central role in client service and operations, ensuring that day-to-day needs are handled with precision and care. She supports clients with matters related to trading, income, estates, and distributions, and her organizational skills are vital to the firm’s smooth operations.
Background & Experience
- B.S., Clarion University
- More than 25 years of financial industry experience
- Former Loan Officer, Mellon Bank
- Background in nonprofit program management
Outside the Office
Lori lives in Oil City, Pennsylvania, with her husband Tom. They have three daughters, Megan, Madison, and Maryn, and three grandchildren. She enjoys spending time on the river, being with family and friends, and has served on the board of the Cornplanter Volunteer Fire Department.
