Since 2012, Lori has been a vital part of the Ascend Wealth team. Her attention to detail and desire to serve our clients exemplifies what makes her special to our clients. She understands our clients entrust us to lead them in their financial future, and works diligently to keep our client / advisor relationships intact.
Lori is our point person in all client service requests and onboarding new clients. If she doesn't already know the answer, she'll research it and get back to you as soon as possible.
Lori resides in Dover, PA. Lori is insurance licensed in PA.