Our advisors

Advisor photo for Lori Bean

Lori Bean

MSFS, CFP®, BFA, ChFC®, CRPC, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lori Bean Visit Lori Bean's website

Salem Fleury

Associate Financial Advisor

Learn more about Salem Fleury Visit Salem Fleury's website


Our team

Karen Burrell

Karen Burrell

Operations Manager

Roles & Responsibilities

  • Scheduling
  • Preparing for client meetings, including updating financial information
  • Processing and tracking new business
  • Coordinating events
  • Assisting clients with website navigation
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