Lori Jasmine
Operations Manager and Client Services Associate
Lori has over 25 years’ of experience in the financial services industry. Her top priorities are helping to run an efficient and productive office, while promoting excellent customer service and prompt follow-up to client issues. Lori ensures smooth day-to-day office operations and promotes high standards for our firm and clients by working with the entire team to develop and track the elements of our total client experience.
"Lori is not registered with SagePoint Financial"