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Team

 
Lori Ulm started her financial planning career 25 years ago in the Boston area developing her experience as a Junior Planner to a CERTIFIED FINANCIAL PLANNER™ Practitoner.

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Deborah Lopes

Client Relationship Manager

508-337-4500

Debi is a crucial member of the Prosperity Financial Planning team having joined Lori in 2008. She has been working in the financial service industry since 2000. With all that experience, Debi understands the importance of teamwork,...

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