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:
- Administrative Assistant at WealthClarity from 2015 to present, evolving into the role of Operations Manager
- Family-owned and operated art gallery/frame store from 1986 to 2019, including selling franchises and training franchisees
- Various roles in HR, marketing, and management in the art industry, handling multiple aspects of the business as a self-employed person
- Active civic involvement: Citizen Police Academy, Citizen Fire Academy, Citizen District Attorney Academy, and Citizen Civics Academy
- 2012 graduate of Leadership Jefferson County, served 10 years as Chair for the Committee for City Day
- Six years appointed by the Lakewood Mayor on the City of Lakewood-Advisory Commission, including roles as committee chair and board officer
- Served on the West Metro Fire Rescue Foundation, including several years as VP of the Board
- Currently serving as VP on the Board for Lakewood Legacy Foundation
- Member of Toastmasters International, achieved “Distinguished Toastmaster” in 2020, with several leadership roles at the club, area, and district levels
Specialties:
Lori’s expertise includes operations management, client services, HR, marketing, and project management. She ensures smooth office operations and provides exceptional support to both clients and advisors.
Fun Fact:
When she isn’t line dancing, Lori loves to refurbish old items into new treasures.