Lori Brennan

Lori Brennan

Sr. Associate Advisor

Lori Brennan joined Spring Ridge in April 2014. Lori is responsible for all operational client service needs, initial prospect interviews, and office workflow. She has 33 years of experience in the financial industry, including time with Morgan Stanley as a financial assistant and complex service manager, and Vanguard Brokerage Services. Lori graduated from Albright College with a BS in applied psychology and organizational behavior, and she holds FINRA Series 7, 63, and 66 securities registrations.

For fun, Lori enjoys spending time with her husband and family, taking road trips around the country, and visiting Major League Baseball parks.