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Financial Advisor

Lori

About Lori

Lori grew up in Connecticut as the second of four children, where she developed a strong foundation in both academics and athletics. She earned a mechanical engineering degree from the University of Connecticut and later completed an MBA in finance at Rensselaer Polytechnic Institute.

Before relocating to California in 2023, she lived in New Jersey and Nevada. She began her career as a financial advisor in 2011 before joining the team at Bright Lake. Lori is married to Jeff and is the proud mother of five adult children, along with two stepchildren. Her life reflects a balance of professional achievement, teamwork, and deep commitment to family.

Hobbies:

Crafting, karaoke, and exploring local coffee shops.

Favorite Quote:

“If you fail to plan, you are planning to fail.” – Benjamin Franklin