I love what I do and am honored to have a career that is grounded in helping you achieve your financial goals and enjoy your life's passions. For more than 10 years, I have been fortunate to serve individuals, families and businesses.
My team and I focus on comprehensive wealth strategies creating financial paths that offer flexibility for today and stability for the future. We accomplish this by listening carefully, asking lots of questions and taking time to understand what's truly important to you. Then, using an established framework, we work together to create customized, strategic financial solutions to help you navigate life's surprises and realize your dreams.
I am proud to be a CFP® professional, serving as a general partner with Edward Jones and as a regional leader to over 90 branches in Southwest Michigan.
My team in Richland is ever growing and includes branch office administrators, Courtney Klaassen, Alec Gabrielli, Jennifer Ritchie, Jane McDonagh and Jocelyn Selby.
Courtney is my right hand – and some days I'm pretty sure she's my left, too. She oversees our retirement tools and handles all client transfers. Courtney and her husband, Kyle, recently built a home and are expecting their first child.
Alec oversees our estate and generational planning tools. She loves to spend time reading, hiking or trying new recipes to share with friends and family.
Jennifer is the voice of our team, welcoming clients on the phone and in person. She enjoys spending time with her family and dog, Milo.
Jane handles our insurance processing and all the extra touches we enjoy doing for our clients. Jane's family comes first, but she also balances her love of the outdoors and a healthy lifestyle by cycling, golfing and tending to her lavender garden.
In addition to my branch office administrators, we have the privilege of working with a team of financial advisors in our area, including Taylor Macomber, Morgan Yaw and Barb Hammond.
Outside of the office, I love spending time with family and friends. I am passionate about traveling, meeting people and experiencing new cultures. I also enjoy getting outdoors, trying new things and looking for unexpected ways to be charitable.
My team and I would love to get to know you and help you achieve your goals. Please contact us to schedule an appointment.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Divorce Finances
My Personal Interests
Office Address8599 N 32nd Street
Richland, MI 49083 opens in a new window
Phone NumberLori A Nay at (269) 629-4270
|Mon||08:30AM - 05:30PM|
|Tue||08:30AM - 05:30PM|
|Wed||08:30AM - 05:30PM|
|Thu||08:30AM - 05:30PM|
|Fri||08:30AM - 12:00PM|
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