Meet
Lori Schlitter
Office Administrator
Contact Lori
Lori joined the firm in 2006 and is the office administrator.
She lives in Clear Lake, Iowa with her husband Dave. They have 3 grown children and 6 grandsons. Lori enjoys baking, doing puzzles, traveling, and attending sports and activities of her grandsons. One of her favorite activities is her walking time along the lake.
Areas of Focus
- Opening new accounts, answering client questions and processing client requests, and preparing for client meetings
- Maintaining the CRM
- Keeping the records and bookkeeping for the business
EDUCATION & CERTIFICATIONS
- Associate of Arts in Accounting and Computer Science, Waldorf College