Lori C. Stephenson joined Exencial Wealth Advisors in August of 2018 to assist with our Exencial Direct Clients. She is the main point of contact for these clients whose focus is investing. Lori started her Financial Services career in 2009 and has worked for Edward Jones and MetLife of the Rockies as a financial advisor, and Fidelity Investments as part of their Private Client Group. She has held many Investment and Insurance licenses.
Lori, her husband Mark, and their 2 children Norah and Teagun, recently moved to Choctaw, Oklahoma from Denver, Colorado. Lori enjoys spending time outdoors with her family, watching her children play Volleyball and LaCrosse, and enjoys doing water sports including Dragon boat and white water rafting races, and especially paddle boarding.