Meet the Team

Dave Anderson, LPL Financial Advisor

Lori Anderson

Client Services

Lori has been providing operational support for Dave’s clients since Dave joined LPL Financial. Lori is detail oriented and draws great personal satisfaction from providing exceptional, friendly and highly personalized customer service. Intentional and efficient would be two words to describe Lori’s professional style.

Latest Commentary

Finding Financial Happiness, Part 2April 22, 2024 - 10:22 am
Last month we discussed how Americans are still overwhelmingly dissatisfied with their finances, despite record net worth and increased income. That conversation focused on spending, and how increased inflation in housing, groceries and other necessities has made those higher incomes feel insufficient. For people feeling the angst of the uncontrollable (interest rates, inflation, etc.), I […]

Meet the Team

Dave Anderson, LPL Financial Advisor

Lori Anderson

Latest Commentary

Financial Services

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