Lori has been in the financial industry since 1993. Prior to this career change she was a teacher and coach for middle school and high school students in Minnesota, India and Japan. She began this career because she believed any one should be able to have access to professional financial planning and advice. She believes the foundation to investing is to create a financial plan that establishes a client’s current financial status and then determines his/her future goals. She has approached investing from this perspective since the beginning and she strives never to waiver from this belief system.

Lori and her spouse, Renee, live in Hopkins and love to be active outdoors, camping up north or working at “the farm”. They also spend time travelling, tasting food and wine and keeping up with their dog, Finn.