Lori, who joined Rothschild in April 1999, has a decade of experience managing a client services team in the advertising industry. She is a key team member dedicated to providing client service and portfolio administration to Richard Karger and James Franke’s clients.
Lori holds a bachelor’s degree in business marketing from Loyola University and is a FINRA registered representative.
We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.
Live your best financial life with the help of a true independent fiduciary like Rothschild Wealth Partners.
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