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Lori A. Ulm, CFP®

Lori A. Ulm, CFP®

President

Lori Ulm started her financial planning career 30 years ago in the Boston area developing her experience as a Junior Planner to a CERTIFIED FINANCIAL PLANNER™ Practitoner. Working closely with individual and business owners, she assists them in achieving their dreams and goals through a trusting, tough love, lifelong relationship that's built on integrity and loyalty. Lori's upbringing had a huge impact on her career success. Being raised in a single parent household provided Lori at an early age an understanding of the value of a dollar. This understanding led to a passion for investing, saving and personal finance. With each client, she works beside them as a coach, partner, mentor and friend helping them clarify and prioritize their desires, needs and goals. She recommends a plan of action and then assists her clients with the implementation and monitoring of the plan. 

She received her Bachelors degree in Finance from Northeastern University in Boston, Massachusetts. Lori obtained the Certified Financial Planner (CFP®) certification in 1996 and holds her Series 7, 63 and 65 securities registrations, and Life, Accident & Health Insurance Variable Annuity.

Lori has always been committed to giving back to her community. She has coached many youth sports teams and served on parent organization and youth sports boards. She has been a tenacious fundraiser for big ticket items including, new playgrounds, defibrillators for schools, and new scoreboards for the local little league. The most gratifying fundraising event was being a team captain for Relay for Life after a cherished client and friend lost his life to cancer. 

Lori is an outdoor enthusiast and has shared her love of travel and exploring America by visiting over two dozen National Parks with her family so far. Some of her outlets include playing tennis and pickleball, cycling, kayaking and both Nordic and Alpine skiing.

 

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