Accomplishments

Past President and Current Member of the New Orleans Association of Employee Benefit Planners
Past President and Current Member of the New Orleans Estate Planning Council
Member of the New Orleans Planned Giving Council
Member of the American Society of Pension Professionals and Actuaries

Education

B.S. Mathematics, Randolph-Macon College
Credentials

CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter®
Chartered Advisor in Philanthropy®

Personal & Community

Past President - Temple Sinai New Orleans
Past Chairman - Jewish Welfare Fund of New Orleans
Past Board Member - Louisiana Endowment for the Humanities
Past Board Member and Current Member - Fore!Kids Foundation
Member of the Greater New Orleans Foundation Cornerstone Council
Member - Rotary International - New Orleans Downtown Chapter

Lori has over 40 years experience in the financial industry. Prior to joining UBS in 2009, she assisted several financial advisors at Morgan Stanley Smith Barney and JPMorgan Chase with banking, lending and client services. Lori oversees the day-to-day operations and the team relies on her expertise in client relations.

Lori currently holds her Series 7 and 66 securities licenses and life, accident and health insurance license. She lives in Kenner, LA with her husband and has one son and four grandchildren. She is actively involved in supporting many non-profit organizations and enjoys spending time with her family.

Colleen is a cum laude graduate of Louisiana Tech University with a Bachelor of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services industry in 1993. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while managing any multitude of service issues. Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.