Welcoming you with a smile if you stop in at our offices is our administrative assistant, Lori. As the former operations manager for the northeast mortgage division of a national bank for over 15 years, Lori brings an expert level of attention to detail to the team. She manages the office’s calendar, client data, and client communications – keeping everyone organized is her specialty! Lori goes the extra mile to ensure all clients have a wonderful experience every time they interact with us. A Hudson Valley native, Lori enjoys spending her free time either spoiling her pets or working on various home improvement projects with her fiancé David.