Lorie is an investment professional with over 30 years of experience in the financial services industry. She has a comprehensive knowledge of compliance, operations and client services. Lorie takes pride in working with our clients to help ensure that their experience exceeds their expectations.
She holds a series 24,7 and 66 securities registrations currently with LPL Financial and is a licensed agent for life, accident, health and variable insurance products. In addition, she is licensed with the California Department of Real Estate* and 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 when not in the office, she enjoys helping at her son’s school and volunteering with the Boy Scout’s of America. She also enjoys travel, reading, music, bike riding and spending time with friends and family.
*Real estate services are not offered by LPL Financial or The Gensler Group.
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