Broker Check


Lori Preston

Lori Preston

Client Service Coordinator

Lori entered the financial services industry in 1999.  She has cultivated a career in client service and operations for firms in the local area.  Lori is also a graduate of Schenectady County Community College and is currently earning her Bachelors degree in Business Management.

Lori finds fulfillment in establishing relationships with clients to deliver a positive experience with every interaction.

Lori lives in Latham, NY with her two daughters and is active on a parent/teacher committee at her daughters' school for the Learning Enrichment Program.  In her spare time, Lori enjoys spending time with family and friends, hiking and reading.