Professional Summary

Lori is a financial services leader with more than 30 years of experience advising senior executives through complex transformation. She has worked extensively across financial and professional services, guiding leaders and organizations through periods of significant change, growth, and reinvention.

Approach/Philosophy

Lori uses a heart-led, transformational coaching philosophy helping her clients shift their mindset, break through limiting beliefs, and redefine their identity to align with their desired career path or discover an exciting new chapter.

Her work goes beyond tactical career moves to support deep, sustainable personal and professional evolution. Clients gain clarity, confidence, and the courage to make values-aligned decisions about what’s next.

Highlights from Professional Career

Lori spent three decades in financial services generating revenue, leading change and managing risk. She held a variety of senior roles advising C-Suite leaders through complex initiatives focused on the impact change has on leadership, employees and clients. She frequently advises individuals contemplating a career pivot from traditional employment toward purpose driven endeavors including corporate board service, new business formation and legacy development.

Lori is a corporate director and has extensive not-for-profit board experience.

Education Credentials

Lori holds a MBA from DePaul University in Entrepreneurship. She earned her Bachelor of Science in Finance from the University of Illinois, Urbana-Champaign.

A life-long learner, Lori actively participates in and leads workshops focused on executive leadership; career pivots and transitions; corporate board director advocacy and venture investing for women.

Lori is a featured speaker and facilitator for How Women Lead, an advocacy organization for executive women seeking to realize their potential in the board room, as private investors and mentors to others.

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