Lori Jackson has been working in the financial industry for over 5 years. She started off working for a company in New York City. Lori has always had a passion for finances and investing from a young age, as this was taught to her by her father. She loves the diversity and the excitement the market brings on a regular basis.
As a mother of 3 boys, she knows how important it is to be organized and to make sure everything stays on schedule. She is committed to providing the utmost in customer service to our clients, as Lori possesses the attitude and skills to ensure our systems and services serve our clients in the best way.
When she is off work, she enjoys spending time with her sons playing pickleball and cheering them on in their sports and lake activities. She also enjoys writing, art, and playing with her dogs.