About

Lori specializes in connection and building trust to facilitate growth, both personally and professionally.   She recognizes the web of complexity and uncertainty in today’s business world and partners with those who simply want to be better.  In the insurance and financial services world, we have the honor of having ‘more & better conversations‘ with our teams and our customers.  It is the foundation of what we do and can be a focus on your path to greatness.  Each and every one of us has the ability to be great.  What makes us great is the discipline to do the thing we know we need to do even when – especially when – we don’t feel like it.

Are you ready to dream a bigger dream?

It is essential to have a clear picture of where you are headed.  Are you aligning your everyday actions with your vision?  Lori has the innate ability to coach you to clarity and action…action that aligns to YOUR vision.
She has retired from the corporate world…but not from her desire to be better herself!

Education, Certifications, and Boards:

  • CPBC Certified Professional Business Coach, PROFESSIONAL BUSINESS COACHES ALLIANCE
  • ASBC Certified Consultant, Small Business Consulting/Administration/Management ASSOCIATION OF ACCREDITED SMALL BUSINESS CONSULTANTS
  • Change Management Certified PROSCI
  • CLU Chartered Life Underwriter, THE AMERICAN COLLEGE OF FINANCIAL SERVICES
  • ChFC Chartered Financial Consultant, THE AMERICAN COLLEGE OF FINANCIAL SERVICES
  • CASL Certified Associate Senior Living, THE AMERICAN COLLEGE OF FINANCIAL SERVICES
  • LUTCF Life Underwriter Training Fellow, THE AMERICAN COLLEGE OF FINANCIAL SERVICES
  • Strategy Management Master Class, Kaplan Norton
  • System Thinking, Pegasus
  • Client Centered Selling Certfication, Hay McBer

Strengths:

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