Insurance Underwriter
βHe who fails to plan is planning to fail.β β Winston Churchill
Lori serves as the Director of Insurance Operations at Integrated WealthCare, where she oversees every facet of this dynamic and fast-paced division.
She joined Integrated WealthCare in 2014, bringing with her nearly 15 years of experience in the insurance industry. From 2007 to 2012, Lori was the lead disability underwriter at a major disability brokerage firm in Philadelphia, after which she contributed her expertise to a startup firm in the greater Philadelphia area for two years.
Renowned nationally among insurance executives, medical directors, and producers, Lori is respected for her exceptional work ethic, meticulous attention to detail, and dedication to executing business efficiently and effectively.
Within Integrated WealthCare, Lori manages the entire insurance process and provides comprehensive, ongoing support to clients nationwide.
Before embarking on her insurance career, Lori spent two decades in retail management following her graduation from Bucks County Community College, where she earned an Associate of Arts degree in Business Management.
Outside of work, Lori enjoys spending quality time with her wide circle of friends and family, including her daughter, Chelsea. She leads an active lifestyle, incorporating daily exercise along with hiking and biking. A food enthusiast, Lori loves dining out, with Indian and Italian cuisine among her favorites.