Our advisors

Lori Bean

MSFS, CFP®, BFA, ChFC®, CRPC, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lori Bean Visit Lori Bean's website


Our team

Karen Burrell

Karen Burrell

Operations Manager

Roles & Responsibilities

  • Scheduling
  • Preparing for client meetings, including updating financial information
  • Processing and tracking new business
  • Coordinating events
  • Assisting clients with website navigation
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