Lori Fino

I have been fortunate to spend more than 33 years in the financial services industry, helping individuals and families work toward their financial goals and build confidence in their future. My interest in this profession began when I recognized the importance of planning ahead and the impact that thoughtful financial guidance can have on people's lives.

One of the things I enjoy most about my career is getting to know clients, understanding their unique needs, and helping them identify opportunities to grow and protect their assets. I believe one of the biggest challenges I help clients overcome is staying focused on the long-term plan. Markets and life circumstances can create uncertainty, but I encourage clients not to sweat the small stuff and instead keep their eyes on the bigger picture we've built together.

I joined Marshall Financial Group because of the firm's commitment to using technology and innovative solutions to better serve clients. I appreciate having tools and resources that help us deliver the results our clients need and desire while providing a high level of service and support.

With more than three decades of experience in the industry, I bring knowledge, perspective, and a steady hand to every client relationship. I enjoy the variety that comes with financial planning and the opportunity to help clients navigate important decisions throughout every stage of life.

When I'm not working, you'll usually find me spending time with my family, hunting, fishing, gardening, or enjoying the outdoors. My perfect day is one spent in nature, appreciating the wildlife and beauty that God has created.

One of the greatest inspirations in my life has been my mother. She successfully balanced a career and family while facing life's challenges with strength and grace, and her example continues to influence me today.

My favorite quote is: "I can do all things through Christ which strengthens me." — Philippians 4:13