Lori has been with Confidence Wealth Management for over 7 years and handles the data management for our Executive Team and Advisors. She ensures that our security standards are in compliance by checking for accuracy and detail to the organization, storage and analytics behind the data.
During her free time, she loves spending time with her two little boys, Clive and Matt. She enjoys sewing, cooking and woodworking. She has a small woodworking shop where she builds DIY projects.