Bookkeeper/Peak Concierge

Meet Lori

Lori is the Bookkeeper and Peak Concierge at Pivotal Advisors. She handles employee relations, payroll, benefits, and keeping all critical documents ship-shape. She also assists with Peak Alliance events and membership coordination.

Previous experience

Prior to joining Pivotal Advisors, Lori ran a business as a professional organizer. “Organized” is Lori’s way of being. When she was little, you could find her organizing socks and stuffed animals into categories in her room.

Interests

Outside of the office, Lori spends time with her family, which fills her up to overflowing every single day. She loves to stay active with yoga, biking, walking, and weight training. Between her active pursuits, you’ll find Lori cozied up on the couch lost in a book or a needlework project.