Lori brings over two decades of client service excellence and operational expertise to the Herr Wealth Advisory team. Her extensive background in customer experience, team leadership, and project coordination strengthens our commitment to providing exceptional service to our clients.

Before joining Herr, Lori demonstrated her client-first approach in various leadership roles, including positions at TD Canada Trust, Cintas and Deloitte.

Lori's analytical mindset and attention to detail, developed through her career, complements her natural ability to build lasting relationships. She understands that every client interaction is an opportunity to demonstrate our commitment to comprehensive service and support. 

As our Client Relationship Coordinator, Lori ensures that your financial planning journey with Herr Wealth Advisory is seamless and professional. She works closely with our advisory team to coordinate client engagement and support their ongoing needs.