Why not plan for the life you want to live when work becomes optional - rather than a life you have to live? At Edward Jones, we focus on serving the needs of individual investors by helping them map out their long-term goals. I have found that, all too often, individuals have worked hard to save for that "work-optional" lifestyle, yet they haven't taken the time to identify what that life looks like and whether they are positioned to succeed.
The cornerstone of our approach is the value we place on personal relationships and gaining a deep understanding of your unique needs. I believe it's important to invest my time to understand what you're working toward so that we can develop a goals-based approach tailored to you and your family and provide exceptional service. Whether you need to save for a child’s college education, reduce taxes, protect your assets, create a charitable giving strategy, or plan for retirement, I can help.
I earned a bachelor’s degree in economics from Swarthmore College and I hold the CFP®, AAMS®, and ADPA® professional designations.
I place great value in giving back - I serve at Edward Jones as a volunteer leader, but also serve my community on the board of directors of Snipes Farm & Education Center, and on the golf committee for Lower Makefield Township. I am an active member and past president of the Langhorne Rotary Club.
My branch office administrator, Terry Doyle, and I are dedicated to providing you with the highest level of service possible. We work in partnership to provide what we feel is unparalleled service!
- Wealth Strategies
- Socially Conscious Investing
- Charitable Giving
- Retirement Income Strategies
- Estate & Legacy Strategies
- LGBT Finances
My Personal Interests
- Social Responsibility
- Wine Collecting/Enthusiast
Phone NumberLori A Hoppmann at (215) 493-0172
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