Lori enjoys spending time with her family and experiencing new places through travel.
Lori became a member of the Summit operations team in August 2014. She holds the Series 7 with LPL and Series 63 securities registrations as well as Life and Health Insurance licenses since 2003.
Lori has worked with LPL firms since 2005. Her educational background is Business Management with accounting plus significant industry experience in financial services and health care business offices since 1994.