Lori is Vice President, Client Advisor in Whittier Trust’s Northwest office. Lori prides herself in developing close, supportive relationships with the clients she serves. Her clients come to depend upon her for the innumerable ways she adds value to their lives.
Lori joined Whittier Trust in our Reno, Nevada office in 2000 and moved to our Seattle office in 2010. While in Nevada, she worked closely with our clients in the areas of trust and agency administration, delivering extraordinary client service to clients benefitting from the opportunities our Nevada Advantage offers. The Nevada trust situs provides clients tax benefits, asset protection capabilities, the ability to create dynasty trusts, and with the added benefit of being able to prospectively modify existing trust documents to reflect changing laws and circumstances. Lori is a valuable resource to Whittier Trust clients and continues to provide personalized client service, attention and support to our Northwest office clients.
Lori is a graduate of the Cannon Financial Institute’s Trust School and holds a Certified Trust and Financial Advisor (CTFA) designation, is a past member of the Estate Planning Council of Northern Nevada, and is currently a member of the East King County Estate Planning Council in Washington.
Prior to joining Whittier’s Reno office Lori had a career in commercial real estate in Nevada, and residential real estate in Colorado.
Lori is a past president and board member at various children’s organizations, and is a supporter of the Juvenile Diabetes Research Foundation. Her outside interests are geared toward her move back to her native Pacific Northwest, and all that the area offers.