Seeing a complex financial plan come to fruition and improve a life is what motivates Lori to come to work each day. As a Bartlett Wealth Management advisor, she brings a decade’s worth of experience to providing investment management and financial planning services for her clients, their families, foundations, endowments and nonprofit organizations.
Lori has a longtime passion for extending financial literacy, especially to underrepresented groups and aspiring female leaders.
Outside of work, Lori enjoys spending time when husband Andy and their two young children. The family loves to bake at home, eat at Zip’s Café and visit with world-famous Fiona at the Cincinnati Zoo.
“I’m always inspired when I see my work impact lives directly – that moment when a client realizes they’ve finally reached their life goals.”