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As Vice President of Client Management, Lori is responsible for the delivery of the Wellspring “branded client experience” – bringing her impeccable attention to detail, service and the reliability that all of her clients have grown to count on over the years. She will build and maintain client relationships - being the primary point of contact for our Wellspring family of clients. Prior to joining Wellspring, Lori served clients in all aspects of wealth management at a Private Bank & Trust organization in Sarasota, Florida. Lori is currently pursuing her certification as a CTFA and has a background in the paralegal profession.