After spending more than 10 years with WealthCounsel, Lori joined ElderCounsel as the Marketing Manager in February 2015. She then transitioned into the role of Director of Member Services in April 2016. She brings industry knowledge and experience of the dynamics of a member-based company, including our core offerings: document drafting, practice development, education, and support. She leads the Member Services department to effectively serve, retain, and engage members, providing seamless and meaningful support.
Lori resides in rural southwestern Wisconsin on an organic hobby farm with her husband and daughters.
You can reach Lori at 888-789-9908, Ext. x578 or via email at firstname.lastname@example.org.