Lori A. Selby Email and Phone Number
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I have spent a lifetime planning strategically both personally and professionally. As a higher education administrator in the area of business and finance I carried out strategic budget planning for universities and now I apply those same skills in assisting individuals, families, and businesses in reaching their long-term financial goals. I strive to provide exceptional service to each of my clients through putting an equal emphasis on both financial planning and investments. My husband, David and I have 3 adult children and 2 grandchildren. Our entire family are outdoor enthusiasts. Some of our favorite activities are cycling, swimming, cross-country skiing, biathlon, and golf. We love to stay active and lead a healthy lifestyle. Our Chocolate lab, Marvi, joins us on the dog ski trails by our home in Winthrop. I was thrilled to have placed second at the World Championships in swimming and cycling held in Penticton, Canada in August 2017 and sixth at the World Championships held in Denmark in July 2018. I qualified by placing 2nd in the US National Championships in Florida, where there were no alligator related casualties. I placed 1st in the Canadian National Championships. Growing up, my family attended Central United Protestant church in Richland, Washington where my parents, Jack & Gwen Selby sang in the choir for as long as I can remember. Currently I enjoy attending Bible Study Fellowship (BSF) a non-denominational organization. Throughout my childhood and as an adult, I witnessed my parents helping others fund their college or technical school education. My husband and I desire to follow in their footsteps. As a member of Soroptimist I enjoy mentoring women and girls. We also support the Tri-Cities Cancer Center.
Epic Trust Investment Advisors Llc
View- Website:
- epicprivatewealth.com
- Employees:
- 16
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Vice President And Investment Advisor RepresentativeEpic Trust Investment Advisors LlcKennewick, Wa, Us
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Vice President/Investment Advisor RepresentativeEpic Trust Investment Advisors Llc Mar 2017 - Present1305 Fowler Street, Suite 2C, Richland, Wa 99354I have spent a lifetime planning strategically both personally and professionally. As a higher education administrator in the area of business and finance I carried out strategic budget planning for universities and now I apply those same skills in assisting individuals, families, and businesses in reaching their long-term financial goals. I strive to provide exceptional service to each of my clients through putting an equal emphasis on both financial planning and investments. My husband, David and I have 3 adult children and 2 grandchildren. Our entire family are outdoor enthusiasts. Some of our favorite activities are cycling, swimming, cross-country skiing, biathlon, and golf. We love to stay active and lead a healthy lifestyle. Our Chocolate lab, Marvi, joins us on the dog ski trails by our home in Winthrop. I am looking forward to the World Championships in swimming and cycling to be held in Penticton, Canada in August 2017. I qualified by placing 2nd in the US National Championships in Florida, where there were no alligator related casualties. I placed 1st in the Canadian National Championships. Growing up, my family attended Central United Protestant church in Richland, Washington where my parents, Jack & Gwen Selby sang in the choir for as long as I can remember. Currently I enjoy attending Bible Study Fellowship (BSF) a non-denominational organization. Throughout my childhood and as an adult, I witnessed my parents helping others fund their college or technical school education. My husband and I desire to follow in their footsteps. As a member of Soroptimist I enjoy mentoring women and girls. We also support the Tri-Cities Cancer Center. -
Financial AdvisorWaddell & Reed Nov 2014 - Feb 2017Richland/Kennewick/Pasco, Washington Area, United StatesMy goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 75 years.
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Vice Chancellor For Finance And AdministrationWashington State University Aug 2007 - May 2014Provided leadership and oversight for the Division of Finance and Administration which included the following responsibilities: (1) Budget and long range planning, (2) Oversight of the Business Services units (i.e. purchasing, payroll, travel, accounts payable, university receiving, travel, property inventory, human resources, position control, payroll, grants and contracts administration, service centers), (3) Outside contracts, (4) Facilities operations (i.e. building maintenance, grounds maintenance and custodial services), (5) Long range capital planning, (6) Risk management, (7) Emergency response planning, (8) Environmental health and safety, (9) Auxiliary services areas (i.e. receiving and delivery, mailing services, motor pool, facilities use, parking operations and planning), (10) Responsible for representing WSU Tri-Cities with other institutions, federal and state agencies, and local municipalities when requested by the Chancellor, (11) Responsible for maintaining working relationships with the Budget Office, Business and Finance, Real Estate Office, CPD, Sponsored Programs Services, Office of Grant and Research Development, and other administrative units at WSU Pullman, (12) Works cooperatively with all academic programs and administrative units at WSU Tri-Cities. Interacts with counterparts at WSU’s other urban campuses, and (13) Serve as Chief Financial Officer for WSU Tri-Cities. -
Executive Director For AdministrationUtah State University Aug 2006 - Aug 2007Provided leadership, administrative, project, and executive support to the office of the Vice President for Business and Finance (VPBF). Served as a key point of administrative contact and liaison with internal and external constituencies. Participated in capital budget request process and oversight of the contract management and review functions for the University. Coordinated the real estate and risk management functions of the University. Organized, coordinated, and planned Board of Trustees, Board of Regents, State of Utah Building Board, etc., agenda items and materials for the Vice President for Business and Finance. In conjunction with the Vice President recommended and implemented operational policies and procedures for the University. Served as the University Sustainability Coordinator. Analyzed and made recommendations regarding proposed legislative activities and bills. Handled numerous special projects as assigned by the Vice President.
Lori A. Selby Education Details
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Washington State UniversityHigher Education Administration
Frequently Asked Questions about Lori A. Selby
What company does Lori A. Selby work for?
Lori A. Selby works for Epic Trust Investment Advisors Llc
What is Lori A. Selby's role at the current company?
Lori A. Selby's current role is Vice President and Investment Advisor Representative.
What is Lori A. Selby's email address?
Lori A. Selby's email address is ls****@****wsu.edu
What is Lori A. Selby's direct phone number?
Lori A. Selby's direct phone number is +150942*****
What schools did Lori A. Selby attend?
Lori A. Selby attended Washington State University.
What are some of Lori A. Selby's interests?
Lori A. Selby has interest in Biathlon, Kayaking, Snow Shoeing, Backpacking, Rock Climbing, Alpine And Cross Country Skiing, Mountain Climbing, See Less, Reading, Motorcycling And Golf.
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