Meet Our Team

Senior Financial Advisor, Managing Partner

Lori is a seasoned Senior Financial Advisor with a genuine passion for helping clients achieve their financial aspirations. She finds immense satisfaction in assisting clients in defining their goals and crafting personalized plans to realize them. Lori's dedication to her clients is evident in their trust and reliance on her expertise, as they often turn to her as their first point of contact for any financial need.

Her favorite aspect of her role involves building deep connections with clients and educating them on various strategies to achieve their goals. Lori believes in empowering her clients with knowledge and insights, enabling them to make informed decisions about their financial future.

Lori's professional journey began as a Banker, where she honed her skills in financial management and customer service. She later transitioned into the role of a Financial Advisor, leveraging her expertise to provide tailored solutions to her clients' financial needs.

Outside of the office, Lori prioritizes spending quality time with her husband, Jeff, and daughter, Alexis. She finds joy in pursuing her hobbies, such as gardening and woodworking in her shop, where she can unleash her creativity and craftsmanship. Additionally, Lori is actively involved in her Church, contributing to her community and fostering connections.

Senior Financial Advisor, Managing Partner

Dave has been helping clients achieve their financial goals for nearly twenty years. He enjoys collaborating with clients to design personalized investment plans tailored to their unique aspirations and circumstances so that they can work towards their goals with confidence.

One of the most rewarding aspects of his job is witnessing his clients reach each of their financial milestones and being a trusted advisor to them during every stage in their journey.

Dave’s career began with Wachovia (now Wells Fargo) where he held various positions in Premier Banking, Business Banking and Retail Banking Management. His diverse financial background has enabled him to take a more holistic approach with his clients through strategic investment planning. 

Outside of his professional endeavors, Dave enjoys spending quality time with his wife, Ashley, and their two children, Graham and Emery.

With 19 years of dedicated service in the financial service industry, Joshua brings a wealth of expertise and a steadfast commitment to his role as a Registered Client Associate. His extensive experience and deep understanding of the financial landscape make him an invaluable asset to both clients and colleagues alike.

Throughout his career, Joshua has demonstrated a passion for helping clients navigate the complexities of investment planning and investment management. His proactive approach, paired with his attention to detail, ensures that each client receives personalized guidance tailored to their unique financial goals and aspirations.

As a Registered Client Associate, Joshua is committed to fostering strong, lasting relationships built on trust, integrity, and mutual respect. He takes pride in delivering unparalleled service and support, always striving to exceed expectations and deliver results that exceed expectations.