Lori has worked in the financial services industry since 1988. She began her financial career designing structured settlements for personal injury claims. She took a short hiatus from structured settlements in 1990 to work as a legal secretary in a Minneapolis based civil litigation firm.
Lori joined the Integrated, Inc. team late in 1991 and soon after became its Director of Operations.
Lori attended Normandale Community College in Bloomington from 1987 through 1992, focusing on Accounting and Economics. In 1993 she obtained her Minnesota Life & Health Insurance License. In 1996 she obtained her Registered Representative (Series 7) and Series 63 designations held through LPL Financial followed shortly thereafter by her Investment Advisor (Series 65) registration, also held through LPL Financial.
In 2000 Lori assumed the responsibilities of Director of Operations when she earned her General Securities Principal/Registered Principal designation (Series 24) held through LPL Financial. She earned her Certified Fund Specialist (CFS®) designation in 2003 from the Institute of Business & Finance. Lori works closely with the representatives of the firm to not only oversee daily operations but also to be in an integral part of the planning process.
Lori maintains a rigorous continuing education discipline to keep current on issues in the industry.
Lori lives in “out in the country” in Cologne, Minnesota and spends all of her free time working on her house and in her yard. In addition to working on her home Lori loves traveling, fishing, scuba diving, cooking, reading and collecting Red Wing crocks.