It was 2001 when Lori Richardson realized her calling to revolutionize the mortgage banking industry by bringing clients a new level of mortgage expertise unparalleled in her field. With 34 years experience behind her, she has positioned herself as a personal CFO to her clients, and it remains her goal to change the way Americans are able to retire. 

She takes great pride in helping her clients prepare for the future and believes getting her clients into their home is just the first step. Before prescribing a mortgage strategy, she inquires about her clients’ goals and current financial situation, then makes a recommendation to help them maximize their wealth over time.

“We introduce our clients to a new generation of debt management tools and equity management strategies and show them how proper integration and management of their mortgage can keep the burden of debt from working against them, and instead make it work for them,” says Lori.

While the media focuses on how to save money on a mortgage, Lori educates her clients on how to make money with their mortgage. She helps them select a loan program that can help them to accomplish their goals, including:

• Providing for the safety & liquidity of their assets
• Increasing their net worth
• Maximizing their current tax deductions
• Improving current cash flow
• Preparing for future needs

When Lori’s not working with clients, she loves to travel, read, and spend time outdoors.  She and her husband Bob are avid runners, skiers, hikers, and bicyclists. When they’re not working, you’ll find them on a trail…SOMEWHERE above tree line in Colorado!  One of her very best friends, her daughter, is a writer/author, and in college in Nashville.  Lori credits her husband and daughter with keeping her sanity at home and her incredibly talented team with making her look good in the office and is incredibly grateful for their influence on her life!