Lori Borden, LUTCF®

PROCESSOR

Lori Borden has been with the Snook Group since 2019 and currently serves as the Investments Coordinator. She began her financial career in 2002 and has held a multitude of positions within the industry

“In 1999, I was changing jobs and needed to rollover my 401(k). At the time it was a small amount, and I didn’t know anybody in the industry to help me. I ended up with an advisor who wasn’t very helpful. When I switched careers in 2002, I decided I wanted to work in financial services to educate others and provide clarity to clients regardless of their net worth.”

Lori handles all new investment-related business and ensures your applications are completed accurately and timely. Her work ethic, willingness to contribute and passion to serve our clients and their needs have made her an excellent addition to the team.

Outside of the office, Lori enjoys spending time with friends and family, skiing, kayaking, volleyball, hiking, and reading.