Lori has spent her career as an executive assistant in banking and wealth management. Her efficiency and service-oriented attitude makes her an invaluable member of the Palmer Group. Lori oversees a wide variety of client needs and manages the day-to-day office operations. She enjoys the diversity of our clients and assisting them with their unique financial needs both on the institutional and wealth management sides. Lori helps in preparing financial plans, asset allocations, policy and account maintenance. She leads in our compliance and regulatory responsibilities and is very well organized and takes pride in being part of an efficient, service-oriented team.