Lori Eason, CFP®

leason@alderfinancial.com

FINANCIAL PLANNING SPECIALIST

Lori Eason joined Alder Financial in August of 2006. She is primarily responsible for the development of financial plans and administration of the portfolio accounting system. In addition, she provides ongoing assistance in investment research, portfolio review, client communications and reporting, and quantitative support. She graduated Magna Cum Laude from the University of Georgia in December of 2005. She obtained an undergraduate degree in International Business with an emphasis in finance.

Lori’s previous experience was working with a financial planning firm where she assisted in all facets of producing comprehensive financial plans. Some of her experience included the gathering and entry of client data and acting as a liaison between advisors, clients, and third party investment providers. In August of 2009, Lori earned the Certified Financial Planner (CFP) designation.

Lori lives in Marietta, GA with her husband and their three children. She speaks Spanish and taught English in Peru for six months following her graduation from UGA. Lori enjoys traveling, aerobics and outdoor activities.

Meet Charles and Alan

Charles H. Webb

President & Co-Founder

Alay Gaylor, CFP®

Executive Vice President
& Co-Founder

A DIFFERENT
APPROACH

We think of planning for retirement as a timeline and a series of stages.

HOW
WE HELP

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