Lorie is an investment professional with over 30 years in the financial services industry. Lorie oversees all things operations, management, compliance, and client services. She enjoys working directly with clients, getting to know them on an individual basis and providing them with a personalized service and experience that exceeds expectations.
She holds a series 24, 7, and 66 securities registrations and is a licensed agent for life, accident, health, and variable insurance products. In addition, she is a Notary Public. Prior to joining The Gensler Group, Lorie was a Chief Compliance Officer for another broker/dealer and has experience with all aspects of management, compliance, investments, and financial planning.
Lorie is a San Diego native and enjoys music, traveling, reading, bike riding, and spending time with friends and family.