Lori serves as the primary point of contact for our clients and supports the day-to-day operations of our practice. She brings a genuine passion for helping people achieve their goals and is committed to inspiring, motivating, and encouraging those around her. Her approach to client service is rooted in sincerity, integrity, and a heartfelt desire to make a positive difference.
Lori attended Las Positas College, where she earned her Associate in Arts Degree in Business Administration. She also holds an Associate of Science Degree from Carrington College. Before transitioning into the financial services industry, she spent more than 20 years in the veterinary field as a Registered Veterinary Technician and served as an instructor in the Veterinary Technology Program at Modesto Junior College. Her dedication to education, animal care, and mentoring future professionals continues to inform her thoughtful and compassionate approach to client service.
Deeply connected to her community, Lori volunteers as an assistant coach for the Ripon High School Girls Flag Football team and serves with the Calvary Church youth program. She is passionate about shaping future generations and setting an example of leadership, service, and character.
Lori lives in Ripon, California, with her husband, Louis, their sons, Anthony and Alexander, and their dog, Woodson. As an active family, they can often be found outdoors, participating in sports, engaging in community events, and enjoying time together in the sunshine. Lori values her community, her family, her faith and strives to reflect those values in all she does.
"To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity."
Douglas Adams
