Senior Administrative Assistant
Lori Green brings over 30 years of extensive hands-on experience in the Financial Services Industry, working for The Wealth Strategies Group through LPL Financial since 1996. Lori is a graduate of Western Iowa Tech where she focused on Business Administration. Lori specializes in our latest powerful financial planning software, WealthVision (by eMoney), preparing highly detailed client proposals and asset reviews, calculating various "what-if" scenarios to aid our clients in meeting their financial goals.
Lori also develops and maintains a strong relationship with our clients, processing transfers, rollovers, pension plan requirements and consolidating "scattered" assets into one easy to use dashboard. She is also responsible for organizing and complying with compliance audits and registration requirements.
Lori lives in Lakewood, Colorado with her husband, Mike. They enjoy spending their time outdoors backpacking, traveling, hiking and biking and have five children; Sean, Danielle, Maddie, Joshua and Stephanie.