Personal Wealth Services Manager
National Penn Investors Trust Company
Individual Investment Management
A Certified Financial and Trust Advisor, Lori has been an investment and trust professional since 1981. With years of experience in key aspects of the trust and investment management services industry, from administration to operations and sales, she helps clients by identifying and creating solutions to their financial needs. Her experience with family-owned businesses stems from working with clients who are selling their business and are looking for realistic approaches to replace the income. She takes into consideration their risk tolerance, other assets and sources of income to develop a plan that can be easily implemented. Lori helps create a clear vision of what is most important- the clients’ financial success.
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