Lori Reay

Lori has nearly 20 years of experience working in the retirement plan industry. She works closely with financial advisors and clients to design and implement plans that meet their goals and objectives.

Lori is a former recipient of the American Institute of CPAS Women to Watch Emerging Leaders Award. She is currently President of the Salt Lake Chapter of the Western Pension & Benefits Council, ad hoc committee member for the ASPPA Retirement Plan Academy, and has served on the Retirement Plan Fundamentals Certificate Taskforce. She is a former member of the Utah Valley University Alumni Board, including a one-year term as the Vice President of Finance and Development, and a former member of the Utah Valley University Gift Planning Advisory Board.