portrait of Lori A Hoppmann
FINANCIAL ADVISOR
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About Lori

Why not plan for the life you want to live when work becomes optional – rather than a life you have to live? At Edward Jones, we focus on serving the needs of individual investors by helping them map out their long-term goals. I have found that, all too often, individuals have worked hard to save for that "work-optional" lifestyle, yet they haven't taken the time to identify what that life looks like and whether they are positioned to succeed.

The cornerstone of our approach is the value we place on personal relationships and gaining a deep understanding of your...

Focus Areas

  • Wealth Strategies
  • Sustainable investing
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • LGBTQ+ Finances

Work History

  • Edward JonesMay 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CPWA®

    Certified Private Wealth Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • ADPA™

    Accredited Domestic Partnership Advisor™

Education

  • Swarthmore CollegeBachelor of Arts

Personal Interests

  • Social Responsibility
  • Golfing
  • Traveling
  • Cycling
  • Wine Collecting/Enthusiast

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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