Lori is the Director of Insurance Operations for Integrated WealthCare. She is responsible for overseeing all aspects of this extremely busy division of the firm.
Lori joined Integrated WealthCare in 2014 with almost fifteen years of experience working in the disability insurance industry. From 2007 - 2012, Lori served as lead disability underwriter for a large disability brokerage firm in Philadelphia before lending her experience for two years to a startup firm in the greater Philadelphia area.
Lori has earned a national reputation among insurance executives, medical directors and producers for her work ethic, attention to detail and commitment to getting business done efficiently and effectively.
Lori is responsible for all aspects of the disability insurance process internally, as well as providing ongoing support to our clients across the country.
Prior to her career in the insurance industry, Lori spent twenty years in retail management following her time at Bucks County Community College, where she graduated with an Associate of Arts degree in Business Management.
Lori loves spending time with her large circle of friends and family which includes her daughter Chelsea. She leads an active lifestyle which includes daily exercise and occasional hiking and biking. She enjoys eating out and her favorite restaurants include Indian and Italian.