Lori 1130 x 1694



Lori rejoins the JMG Wealth team after 4 years in Boston at Alex Brown a Division of Raymond James. Lori has been in the financial services industry for twenty years. Most of her time was spent in operations, account management, and client support.

As part of the JMG Wealth team, Lori leverages her experience in preparing our client financial plans, reporting, and provides ongoing operational and administrative support. She prides herself as being a team player and works to build and maintain successful client and business relationships.

Lori attended Rhode Island College and has as Associates degree in Business Administration. She is currently enrolled in the Global Affairs BA program at the University of Massachusetts, Boston.

Lori is committed to empowering women and advocating for human rights . She is a member of Zonta International and active in her local chapter in Harrisburg/Hershey, Pennsylvania. Lori has a passion for helping others and has been volunteering since grade school. Her most recent trip to Cambodia, Vietnam and Hong Kong was one of the most rewarding and impactful experiences to date.

Lori grew up in Rhode Island and lived in Massachusetts for many years. She is an avid Boston sports fan and a lover of everything New England.