Lori brings over 25 years of experience in the financial services industry, most of which she spent at TIAA. During her tenure there, she held a variety of roles across departments including Institutional Client Services, the Inbound Call Center, Wealth Management, and Marketing. Through these diverse experiences, Lori developed a strong foundation in attentive client service, project management, and organizational efficiency. She prides herself on a positive attitude and commitment to delivering excellent service.
Lori joined Heritage Financial in November 2020 and is based in our Woburn office. She supports several Wealth Management teams and plays a key role as a senior member of the Client Service Team. Her responsibilities include managing client requests, processing money movements, coordinating mailings and forms, and helping ensure smooth operation of the office. Lori holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation.
Outside of work, Lori enjoys spending time with her husband and their two daughters, who are currently attending college in Florida and New Hampshire. A resident of Billerica, MA, she enjoys spending time with friends, reading, walking, and exploring the outdoors.