Lori CasperLori Casper
Senior Client Service Associate

Contact Me

Lori is primarily responsible for client relations and day-to-day operations. With over nine years of financial services experience, Lori brings a strong knowledge base to Beacon Pointe clients in helping with all their operational needs. Prior to joining Beacon Pointe, Lori worked for an independent wealth management office in Dallas as a Registered Account Associate. She loves the outdoors, riding motorcycles, and spending time with her family.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...