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Lori Spivey, CPA, MBA, CFP®

Lori Spivey, CPA, MBA, CFP®

President / Registered Principal / Investment Adviser Representative

With over 35 years helping grow life sciences / health organizations, technology organizations, and non-profit organizations, Lori is one of the top advisors in the financial industry, and our founder. She has spent 17 years with a Big Four accounting firm, 7 years as partner and also has 3 years of CFO experience.

Lori holds Series 7, 24 & 63 securities registrations with Cetera Advisors LLC and is a Registered Principal /  Investment Advisor Representative with Cetera Investment Advisers LLC. She has an MBA (with distinction) from Wake Forest University.

  • North Carolina CPA
  • Alumni Council, Wake Forest University MBA School