Lori Braun

Lori Braun

Client Services Associate

Lori is a virtual assistant based out of Bismarck, North Dakota for part of the year, and sunny Gilbert, Arizona during the winter months. She is responsible for assisting the office staff with various projects and tasks including mailings and database work, as well as website and Social Media maintenance.

So how did someone from North Dakota have an opportunity to work with Strong Financial Network as a virtual assistant? Lori met Jennifer when she previously worked as a Marketing Consultant at the home of or our previous broker-dealer, Investment Centers of America, Inc. (ICA), which was located in Bismarck. As a Marketing Consultant, she was responsible for developing and implementing marketing solutions, and worked directly with advisors, financial institutions and management from across the country. Lori has over 20 years of experience in the financial industry.

Lori enjoys traveling with her husband, Gerry, and spending time with friends and family ... especially their grandchildren!

Experience:

  • Affiliated with LPL Financial 2017
  • Affiliated with Investment Centers of America 1999
Phone 707-262-1880
Fax 707-262-1883