Lori S. Neel

Lori Neel currently serves as the Chief Operations Officer at Ulrich Investment Consultants, a position held since April 2015. Prior to this role, Lori held significant operational leadership positions including Vice President and Director of Operations at Womack Wealth Management from June 2008 to March 2015, and Director of Operations at Piedra Capital Ltd from August 2004 to June 2008. Earlier career experience includes serving as Operations Manager at UAS Wealth Advisors and Vice President at Morgan Keegan & Company. Lori began their professional journey as the Portfolio Services Division Manager at NM Capital Management Inc from May 1986 to September 2000. Education was obtained at The University of New Mexico.