Lori’s Story:
Lori is a native of Lakewood, married with three stepchildren and a daughter. She serves as the Operations Manager at WealthClarity, preparing files and agendas for meetings, processing account forms for clients, and scheduling appointments for clients to meet with Darin. Clients call her to handle their day-to-day needs and meet with Darin for investment advice and financial planning. Lori is known as the office “mom”, taking care of anything that needs to be done and baking cakes for everyone’s birthdays.
Professional Experience & Qualifications:
Lori brings a wealth of experience to WealthClarity, having worked in various roles and industries. Her professional background and qualifications include:
- Operations Manager, WealthClarity (2015–present)
- Former owner and operator of a family art gallery and frame store, including franchise operations
- Vice President, Lakewood Legacy Foundation Board
Fun Fact:
When she isn’t line dancing, Lori loves to refurbish old items into new treasures.
