Asset Coordinator
Lori joined the Elder Care Team at Edwards Group in the spring of 2023 as an Asset Coordinator. Lori was born and raised in Southeast Missouri in Ste. Genevieve, Missouri. Even though Lori was raised close to St. Louis, she is not a St. Louis Cardinals fan. Her allegiance lies with the Dodgers. But we can’t blame her for that. It is a family thing. Her grandfather loved them from the time they were on the East Coast.
Lori loves the atmosphere our employees and our work create. She has commented that “everyone is so kind and helpful and the job we do here is so important to supporting our elder community. I love helping people make the most of their financial picture – always have. I also love the fact that I get to help veterans and their families. I love that Edwards Group is filling this gap for families on how to help their loved ones in their elder years. Most families don’t have any kind of plan or idea of what to do once a family member needs medical or living assistance. They are overwhelmed by the sheer volume of legwork and paperwork that can come with getting assistance and making a plan.”
Before coming to Edwards Group, Lori was a personal banker for over 23 years and assisted many customers with navigating through a family member’s illness or death on the financial side. Essentially helping them “drop” into someone’s life and take over the finances, bill paying, and decisions that come with what comes next.
When Lori isn’t at work, she loves working in her yard, doing DIY projects, crafting projects, and exploring new places and antique malls. She has two grown sons who are graduating in May 2023. Lori, as proud mom, says they are her best accomplishment. She also has a little dog named Miley.