Senior Vice President, Financial Advisor
Commerce Brokerage Services, Inc.
Lori joined Commerce Financial Advisors in of 1999 to help clients define their financial goals, develop a strategy to make them a reality, and measure their progress along the way. Prior to joining Commerce Financial Advisors, Lori started with Commerce Bank in 1991. She has over 20 years of experience helping clients take a holistic approach to their financial life. Lori assists clients with investment management, retirement planning, and insurance strategies.
She attended University of California at Berkeley for Business. She has her Securities Licenses Series 7 and 65, as well as her License for Life, Health, and Variable Contracts.
300 N Kirkwood Rd, Kirkwood, MO
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