Lori Lommler

As a financial advisor and CERTIFIED FINANCIAL PLANNER® professional, I'm best positioned to serve clients who want to build a comprehensive financial strategy with a trusted professional who will partner with them throughout their lives. My ideal clients wish to consolidate their assets to simplify their financial picture and eliminate blind spots from their plans. They value advice, appreciate the concierge service our branch team strives to provide, and take comfort in knowing they don't have to do it alone. They prefer an approach that allows our conversations to focus on who and what is most important to them. As...