Lori has over four decades of financial services industry experience including commercial and retail banking, leading wealth management teams, and running a single-family office.
As Senior Vice President – Private Wealth Management of Capital Wealth Advisors, Lori focuses on advising clients and families across all aspects of wealth management with an emphasis on defining what matters, achieving financial well-being, and developing sustainable legacies. She approaches all clients and issues with a foundational belief that the best decision is the intersection of the analytical plan and the individual heartbeat.
Lori has been married to her husband, Victor, for over 30 years. They reside in Cary, NC, and have one son together, Victor, who is currently attending Davidson College.
Lori is a passionate volunteer for several veterans organizations as well as Safe Haven for Cats, a no-kill spay & neuter animal shelter. She has a life-long love affair with books, believes that nature teaches (if we listen), and loves college basketball.
- Member of the Board for Safe Haven for Cats
- BS in Accounting, University of Oklahoma
Designations & Licenses
- CERTIFIED FINANCIAL PLANNER™ Professional
- Life, Health, Annuity, and Long-Term Care License