Lori Stephenson

Lori Stephenson is a Relationship Manager at Exencial Wealth Advisors, overseeing financial planning and providing investment guidance to clients. Previously, Lori has held roles such as Wealth Advisor and Client Services Manager at Fidelity Investments, Financial Services Representative at MetLife of the Rockies, and Financial Advisor at Edward Jones. With a background in customer service management and various roles within the financial industry, Lori brings a wealth of experience to their current role.