Although Lori’s role at Werth Wealth Management does not involve meeting directly with clients, her meticulous attention to detail provides value to clients every day. As the Client Reporting Specialist, Lori prepares financial reports and monitors the movement of funds, tracking incoming transfers and rollovers and making sure they are completed. In addition, Lori is responsible for ensuring that required minimum distributions are completed by year-end for IRA owners who have reached the age of 72.
Financial reporting is an important part of helping clients gain an understanding of how their accounts are doing and measuring their progress toward their goals. Lori’s in-depth knowledge and skill are essential to providing clients with accurate and timely information.
Growing up on a farm in northwest Kansas, Lori knows the value of hard work, along with honesty and responsibility. These qualities instilled by her parents are some of the same ones she sees and admires in the clients she serves.
“Our clients are our number one priority and they become like family. We work diligently as a team to build long-term relationships that span generations. They are hardworking individuals who want to be financially secure. They want to leave their families and communities with a part of their legacy to achieve a higher quality of life."
Lori has lived in Hays since she attended college at Fort Hays State University. She and her husband, Travis, have two adult daughters, Lindsey and Tessa.