Our Team

As a Client Services Associate, Lori carries out the plans clients build with their advisors, maintaining account information, handling service needs, and ensuring nothing sits unresolved. Clients who reach her leave the conversation knowing exactly where things stand.

Lori joined Deerfield in 2018 bringing twelve years of experience in advertising, promotional product sales, and e-commerce. She holds the Financial Paraplanner Qualified Professional™ designation, a credential she pursued specifically to deepen her ability to support clients and advisors alike.

Outside the office, Lori is a committed animal lover who volunteers with local rescue organizations—a dedication to caring for others that carries directly into her work at Deerfield.