Lori has 38 years of experience in the financial services industry, Lori co-founded Green Wealth Management Group, LLC in 2021. For the prior nine years, she was a partner in Green Wealth Management Group, LLC at Merrill Lynch. Lori prides herself on delivering advocacy to both individual and business clients alike. She works closely with clients on a broad set of planning solutions, including fixed income strategies and guaranteed income strategies through a variety of insurance and annuity solutions.

Lori has an A.S. in Business Administration from Naugatuck Valley Community College and later earned the Chartered Retirement Planning Counselor certification. She is also a Certified Plan Fiduciary Advisor. She currently sits on the Waterbury Regional Chamber of Commerce board of directors. Lori is a board member of the Smaller Manufacturers Association of CT. Additionally, she is a member of Women In Manufacturing, and Women United-United Way of Greater Waterbury. Lori’s leadership roles in the community culminated with her receiving the prestigious Malcolm Baldrige Community Award for Leadership from the Waterbury Regional Chamber of Commerce.