With a heart for building relationships, Lorie enjoys getting to know clients, helping solve their problems and serving as a reliable resource for her clients and teammates. She tries to make every client interaction with McAdam Financial feel seamless, welcoming and genuinely helpful.
Lorie brings a broad background in financial services to her role, having experience with large registered investment advisers, mergers and acquisitions, fintech and corporate trustee work. Along the way, she’s worked across wealth management, business development and client relationships. She earned a bachelor’s degree in women’s studies and community service from the University of North Texas and a bachelor’s degree in business administration from Texas Woman’s University.
A native Texan, Lorie has called Dallas home since 2009. Outside the office, she stays active with Pilates and fitness classes, and loves watching theater and exploring the city’s vegan restaurants. She also enjoys spending time with family and friends and unwinding at home with her Persian cat, Sir Elton John.