With over two decades of leadership in operations and financial services, Lori specializes in turning complex processes into seamless experiences for the professionals and partners Prospera serves.

As Director of Operations, she oversees the design and implementation of Prospera's tax-efficient settlement solutions, managing product delivery, client engagement, and the firm's relationships with its financial partners. Her focus is on operational efficiency, strong stakeholder relationships, and the scalable processes that support the platform's growth.

Lori is committed to building efficient, adaptive organizations and delivering the reliable operational foundation that lets financial services teams navigate change and reach their goals.