Lori joined Prairie Trust in 2019 and currently serves as Trust Administrator. In this role, she acts as both relationship manager and fiduciary advisor, overseeing a diverse portfolio of trust clients.
Lori has over 25 years of estate planning and related trust experience, has completed Trust I, Trust II and Trust III from Cannon Financial Institute, and earned her Certified Trust and Financial Advisor (CTFA) certification in 2022. Prior to joining Prairie Trust, she worked for an estate planning law firm to create trusts and estate plans and is pleased to work full circle in the implementation and administration of trusts, guardianships, individual retirement accounts and investment management accounts.
Lori and her husband, Garry, are newer to Wisconsin and enjoy discovering the beauty of the woods and water and all that Wisconsin has to offer.