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Lori Vernier

Lori Vernier

New Business Coordinator

Lori Vernier has worked in the financial planning industry as an Agent Relations Manager and underwriter for over 10 years. She is a graduate of Ferris State University and is a licensed Property & Casualty Producer.  

 

Lori’s role as New Business Coordinator includes assisting clients with setting up their new investment accounts, providing customer service support and overseeing case management and business operations. As a member of the Planned Financial Services, LLC team, Lori creates a streamlined, organized and rewarding financial planning experience for clients as they work toward their financial investment goals.

 

Outside of the office, Lori volunteers for The Rainbow Connection, a charity that grants wishes for children with life threatening illnesses in Michigan. She also supports the American Legion and the North Oakland/Rochester Elks Club.

 

When time permits, she enjoys spending most of it on the water.  Paddle boarding, swimming and boating are her favorite hobbies, along with taking road trips and enjoying time with friends and family.