Meet The Team

Lori has over 16 years of experience in strategic retirement services roles. She started her career at Universal Pensions, Inc., (UPI) in 1998 as a client relations representative, and rapidly advanced within UPI. She moved to a Business Development position where she was responsible for supporting financial advisors and alliance partners regarding their retirement plan business, by providing plan setup and conversion assistance.

In 2000, she was promoted to a supervisory position where she oversaw the Business Development desk and participated in client presentations with financial advisors. Following UPI’s sale to BISYS, she continued to manage the Brainerd, MN location of the BISYS Sales Desk and acted as an Internal Wholesaler, assisting the BISYS Regional Vice Presidents with sales and marketing support, in addition to delivering plan studies, design illustrations, consulting sales initiatives and product-based campaigns for financial advisors and retirement service professionals.