Client Services Associate
Lori assists the team by onboarding new clients and facilitating existing clientele with their accounts. She works closely with the Manager of Client Services to ensure a great experience for all patrons. She joined the team in 2021 with her welcoming personality and love of people.
Lori has an extensive background in administrative work. Some of her previous roles have been executive assistant for the U.S. Air Force, iFrogz, Guild Mortgage, and other private companies. Most recently she had the opportunity of working and coaching at Mountain Crest High School. She received her Bachelor of Arts degree from Brigham Young University.
Lori is an energetic soul! She loves her large, blended family with Kevin, of 6 children and 9 grandchildren. She has lived in Europe and Asia, loves traveling and appreciates different cultures. She has a passion for creating (she has had a side crafting gig for over 30 years), painting, and her new family at Adams Wealth!
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