Our Team

As a Client Services Associate, Lori coordinates meetings, manages account needs, and keeps progress clear so clients always know what comes next. She takes satisfaction when clients reach out early, not because something is wrong, but because they know they don’t have to figure it out alone.

Lori joined Deerfield in 2016, bringing fifteen years of executive administrative experience in banking and public accounting. She holds the Financial Paraplanner Qualified Professional™ designation, earned the year after joining the firm.

Outside the office, Lori stays actively involved in nonprofit work supporting children, seniors, and individuals with disabilities—a commitment that reflects how she approaches relationships both inside and outside Deerfield.