Lori lived an itinerant lifestyle before landing in East County with a small and growing family. She and her husband raised three children, and soon afterward welcomed her mother into the land of corn and cherries. Over the next six years as her mother battled Alzheimer’s, Lori assisted her mom with all her developing personal, financial, medical, social, and emotional needs. It was an eye-opening and humbling experience, and in so many ways a profound honor to serve her mother at her most vulnerable time of life.

After her mother died, Lori pursued a license as a professional fiduciary. She knows how important it is to find a trusted colleague to help keep one’s life on track. Her goal is to help others facing challenges to maintain their quality of life with peace and dignity.

B.A. Economics/Managerial Studies
Rice University, Houston, Texas

Professional Fiduciary Management Certificate
UC Riverside Extension

California Licensed Professional Fiduciary #955
Associate Member, Professional Fiduciary Association of California
National Certified Guardian, National Guardianship Association