Lori Sturgis

With decades of progressive leadership experience and over a decade in the financial industry, I specialize in managing client relationships and providing comprehensive financial planning. My expertise spans guiding families to financial success and leading teams to achieve business excellence. As a seasoned professional, I bring a well-rounded perspective to financial advisory, team leadership, and client service. My strong communication skills, dedication to team building, and passion for developing others have consistently resulted in high-performance teams and satisfied clients. I am committed to fostering an environment of collaboration, innovation, and growth, ensuring both individual and organizational success.

• Series 7 and 66
• Certified Financial Planner Designation

• Board of Directors, Swim Bike Run Fun Club & Events
• Member, Laura’s Ride Tribe, raising funds for Texas Mamma Jamma Ride benefiting Circle of Care’s Big Pink Bus
• Member, F Cancer Endurance Club, raising funds for cancer research and survivor events
• Volunteer in community gardening, educating women in finance, and local triathlon races
• Organized a local festival benefiting Habitat for Humanity and a local charter school