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