Lori joined Crux Wealth Advisors in 2022 as a Client Service Associate at our Buffalo, NY office. Fueled by her passion for people, quality customer care, and excellence in service, she has developed a broad set of essential skills in the financial industry and is a trusted resource to our clients and team. Lori aims to build long standing relationships with our clients one by one and strategically customize services so that each client feels like they are the only client.
Lori plays a vital part in ensuring the efficient and smooth transitions of financial advisors joining our team. In addition, she brings extensive experience in operational and client support functions. She is dedicated to delivering a superior client experience and building strong relationships through her ability to easily relate to others personally through meaningful, engaging conversations. Lori recognizes that her position allows her to connect in a way that not all positions allow. Therefore, she aims to connect and develop the trust that is necessary through purposeful interactions from the start of a client relationship. Then, she maintains and grows the partnerships as a trusted resource by ensuring that questions or concerns are answered in a timely and efficient manner.
Before joining our team, Lori was a Wealth Management Client Associate for seven years with Merrill Lynch in Williamsville, NY. She graduated with an associate degree from Niagara County Community College in Sanborn, NY.
I was born and raised in Buffalo, NY. I love this part of the country that I’ve always called home and feel incredibly lucky to be near my family and friends.
These past three years, although devastating in many ways, has forced me to change my perspective, reevaluate how I spend my time, and improve my work/life balance. Currently, I spend more time on my wellness and activities focused around positive mental health. I enjoy exercising, going for walks, meditating, listening to my favorite music, or trying a new restaurant/coffee shop with friends.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
