C0-Founder and Vice-President
Lori is the Vice-President and Managing Partner of Heise Advisory Group. Lori’s true passion is people and in 1989, she found a way to translate that passion into a career in the insurance industry. Lori is a licensed insurance agent and is a member of the National Ethics Bureau, an independent organization for insurance and financial professionals who have maintained and exemplary record of business ethics. Her personal mission is to strive to be a better person every day and bring happiness to others through her compassion, sense of humor and kindness. “I believe that all good things are achieved through hard work, integrity, honesty and a commitment to excellence.” Lori handles the day-to-day operations and productivity within the office as well as the monitoring of money transfers and status.