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Lori Holtz

Lori Holtz

Office Administrator

Born and raised in Wisconsin, Lori has an Associate degree in Music, leads the music worship team at her church and loves to sing! She's a lifelong Packer fan, likes to crochet (especially hats), travel, and has two wonderful boys who keep her on the go and active with sports and other "boy" things. Lori's wonderful laugh and caring personality suits her perfectly when greeting clients. Lori leads our administrative staff and schedules all meetings and calls for the advisors, and also takes care of in-service work such as withdrawals for clients.