Lori's primary role involves organizational duties for the team.
Lori is a native of Lakewood and joined our team after 25 years of being self-employed in Art Sales and Custom Framing. Lori is very active in the Lakewood community with several Foundations. She is a graduate of Leadership Jefferson County and currently serves as the Chair for City Day. Lori was appointed to the Advisory Commission for an Inclusive Community in 2010 and is completing her second term as Chair.
She is the step-mother of 3, making her a grandmother of 6. She is also mom to a new college student. Family time includes hunting and golf and speaking on behalf of Children's Hospital.
In her spare time she enjoys gardening, cooking (with dreams of someday authoring a cookbook), reading and needle art.
Lori is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced herein. 06/18