Lori Jasmine

Lori Jasmine, our Director of Operations, brings a wealth of experience with over 25 years in the financial services industry, specializing in compliance.  Her background includes a roll at an Office of Supervisory Jurisdiction (OSJ), where she cultivated the skills to navigate complex operations and regulatory compliance in the ever-evolving financial industry.

Lori is dedicated to enhancing office efficiency and providing outstanding customer service. She plays a key role communicating with the advisory and administrative teams to promptly resolve client issues. Lori’s hands-on approach is crucial in maintaining the seamless day-to-day operations of the office. Her expertise and commitment to our firm make her an integral part of the team and a valuable asset to clients.