Lori has been a Financial Advisor at Baird since 2004, specializing in wealth management, including portfolio strategy, investment management, and retirement planning. With her diverse industry experience, Lori offers a holistic perspective on the planning process, understanding that her clients are focused on long-term goals. Her collaborative style and comprehensive approach make her a trusted partner, working closely with clients to achieve their life aspirations. She upholds the team's philosophy of integrity and quality advice.
Lori is a longtime participant of Baird's Women Advisors advisory network, a distinguished member of Baird's Executive’s Club, and has received multiple recognitions with the Five Star Wealth Manager Award. Before joining Baird, she held management and leadership roles in the construction, technology, retail, and travel sectors. She is a proud alumna of UW Madison's School of Journalism and Communications.
Residing in Oak Creek, Wisconsin, Lori enjoys a vibrant family life with her husband Dan and their college-going daughter Amanda, who plays volleyball. Lori coached Amanda's volleyball team while she was growing up and now attends her college volleyball matches. Lori also enjoys participating in a weekly golf league with a close group of friends—a tradition that reflects her appreciation for balance, camaraderie, and staying active. She and her family spend cherished time together at their favorite destinations in northern Wisconsin and southwestern Florida.