Lorri Tomlin currently serves as a Wealth Advisor of McShane Partners Wealth & Investment Advisory. She joined the firm in 2011 and brings over 10 years of wealth and operational management experience. She serves as the firm’s resident expert on Continuing Care Retirement Communities, and provides oversight for the operations of the firm including: quarterly reporting, client billing, new client onboarding, account data implementation, aggregation and maintenance. She enjoys getting to know her clients and their families and assisting them with their financial planning and wealth advisory needs.
Lorri is a Charlotte native and attended UNC-Chapel Hill and Queens University. She is a Financial Paraplanner Qualified Professional (FPQPTM), holds her Series 65 license, and is an Investment Advisor Representative. She is active in the community and serves as a member of both the Charlotte Financial Planning Association and St. Gabriel Catholic Church.
She has a long history of client service experience. Her prior work experience includes President of Tomlin Consulting Group, a direct mail marketing company as well as administrative and bookkeeping services with Hawkins Conrad & Co., PLLC.