Are you thinking about making a financial move? Wow, that is a big decision!

We partner with our clients to identify and strategize their financial needs and goals. Let’s start by introducing our team to you and share how we work together.

I am Lori Blum. I am absolutely focused on knowing you and understanding what is most important to you and your family. We will identify your financial needs and goals to determine the most appropriate financial strategies for you and your family if you choose to work with me. We will also maintain regular contact throughout the year, sharing any changes and updating your strategy with the most effective solutions.

My husband, Gary, and I live in Gretna and enjoy spending time with family and friends and volunteering for Gretna Optimists and Metro Area Youth Foundation, our main focus is Childhood Cancer.

My branch team consists of two highly skilled and enthusiastic branch office administrators.

Terri Linsea is the smiling voice scheduling and confirming appointments, administratively monitoring insurance policies and keeping our office running on schedule. Born and raised in Gretna, she and her husband, Steve, have three children and are proud to be Gretna citizens.

Theresa Gulizia is the energetic soul who helps us get our work done in a timely manner. She prepares, processes and monitors transactions in our office to completion. It is a big task, but she greets it with a smile every day! Theresa and her husband, Dave, have two children and are active community members.

We are passionate about providing you with the highest level of personalized service. We genuinely care for our clients, helping them through life’s happiest moments, as well as life’s most trying times. If you want to establish your financial goals or get a second opinion about your current financial strategy, we are here with the experience, knowledge and dedication to help you.

It all starts with a conversation, please call us today.

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Volunteering
  • Traveling
  • Scuba Diving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More