Lori brings over 28 years of financial services experience to Best Invest. She earned her BBA in Finance & Economics from Baylor University. During her lengthy career, she has held positions such as Chief Compliance Officer and Operations Officer. Her wealth of knowledge and expertise are invaluable to our clients.
Lori has a passion for serving others. Her “can do” attitude exemplifies the foundation of Best Invest's commitment to customer service, and she enthusiastically accepts any challenge sent her way. In addition, Lori ensures the client's service needs are met with the highest degree of integrity and efficiency.
Lori lives in San Antonio. She enjoys traveling, cooking, and spending time with her family.