Lori joined FSG in 2010 as our “Director of First Impressions,” where she interacted daily with clients on the phone and in-person. After taking a brief hiatus to explore new opportunities, Lori returned to FSG in 2019.  In 2024, she took on an expanded role as our Client Service Administrator and is more directly involved with supporting our advisors with meeting preparation and follow up, client updates, and general support of portfolio and investment strategies.

 When she is not supporting our team, Lori loves spending time with her husband and two grown daughters, who are both proud graduates of UW-Madison (Go Badgers!).

A few fun facts into Lori’s personal side…

• Her first job was scooping 25-cent ice cream at Baskin-Robbins – and she still appreciates the perk of getting one free ice cream cone, shake or sundae per shift!
• She’s a fan of Broadway musicals and Ravinia concerts, and her favorite time of day is late at night when the house is quiet and everyone else is asleep.
• Her bucket list includes writing a children’s book, recreating a European trip exactly as taken and journaled by her grandparents and – dare she admit it? – eating a salad (she’s a pro-claimed picky eater who doesn’t love veggies).