Client Service Administrator
Lori graduated from Greenville Technical College in 2005 where she received her Patient Care Technician Certification through the Nursing program.
She has worked in the financial industry for over 10 years, most recently as Human Resources Generalist with Southern First Bank. While there, Lori saw the bank grow to be the third largest bank headquartered in South Carolina. Lori joined the PlanFIRST℠ team in January 2017 as Client Service Administrator to ensure seamless tracking, reporting and accuracy of client accounts, forms and trades.
She enjoys several hobbies in her spare time, including: ballroom dancing, hiking, home improvement projects, and cooking. Lori attends Grace Church at the Greer campus.