Lori is passionate about teaching others the steps necessary to build wealth so they can have resources available at the appropriate times to meet their life goals. She has found that, though we all have unique financial goals, the most common one is to become and stay independent.

Lori received her education at the University of Utah. She holds a BS in Financial Planning and an MS in Retirement and Social Policy.

Lori is most proud of managing/juggling the finances for her family of seven over the last 30 years. She and her husband Joe love the outdoors and enjoy hiking, backpacking, walking, pickleball, family dinners, playing board games, and serving others.

Designations and education

• Certified Financial Planner^™ (CFP^®)
• Chartered Financial Consultant (ChFC^®)
• Accredited Financial Counselor (AFC^®)
• Financial Planning Association of Utah
• MS, human development and social policy, emphasis in retirement planning, University of Utah
• BS, consumer and community studies, emphasis in financial planning, University of Utah

Career

• Financial planner, DMBA, 2022–
• Private Wealth Consultant, Smedley Financial Services, 2021-2022
• Adjunct Professor, University of Utah, 2014-2022
• Edward Jones, Financial Advisor, 2017-2019