Lori is a 4th generation Idahoan and has lived in Boise for 20 years. She is a proud graduate of Boise State University with a degree in Business Management. Lori and her husband have two daughters and a Golden Retriever. She spends much of her free time supporting their girl’s love of basketball and soccer. She also enjoys playing golf and spending time at the lake with family and friends.
Lori’s primary focus is helping pre-retired/early retired couples and individuals navigate through the complexities of retirement. She provides her clients a financial road map that consists of investment strategies, insurance strategies, retirement income planning and legacy planning; all while being tax efficient now and for the future. Lori is also very passionate about educating and empowering women to make smart money decisions for their long-term success. She strives to help women take control of their financial future and create the security they desire for themselves and their family. Lori cares deeply about her clients, and her favorite part of her career is building strong relationships centered around mutual trust and integrity.