As an Executive Assistant, Lori provides administrative support to our clients and planners to ensure insurance and investment documents are prepared efficiently and within a timely manner. She is responsible for establishing and maintaining client accounts and processing service requests. Lori coordinates all aspects of executive level appointments, meetings, and organizes conference calls. She comes to Legacy Wealth Advisors with a background in hospitality services, accounting and case management.
Lori moved to Manalapan, NJ from Connecticut in 2007 where she now lives with her husband of 20 years and 2 children. She spends her free time cooking, entertaining, sewing, watching her children dance and being with her family and friends.