Lori Allison, CFP®
If you want to see what it looks like to have the heart of a teacher, just watch Lori at work for a while. It’s a beautiful thing to see her clients being transformed from unsure to empowered through completely understanding their financial plan. Lori loves the feeling she gets through helping others win. She joins in the excitement her clients feel as they make progress towards their goals. It’s not just about money, but about making changes that affect their overall happiness and the freedom that comes from being financially prepared.
Lori earned a BS in Statistics from Brigham Young University. Following her education, she enjoyed several years providing accounting software and consultant work around the country. In 1999 Lori completed her Series 7 and Series 63 while preparing for her next season of life as a Financial Advisor. She joined the Keen & Pocock Financial Partners family in 2000 and has been an indispensable member ever since. She has earned her Series 66, Life and Health license and certification as a CERTIFIED FINANCIAL PLANNER™ professional.
Lori loves spending time with her husband Steve and their three children. Their ideal Saturdays’ are filled with family time, soccer games, bike riding, movies, and singing in the car. As a Navy brat, Lori has lived in 13 states. However, she has now called Virginia home since 2000. When time permits, she also enjoys playing the piano, interior design, and touring model homes with her sisters and mom.