Lori A. Heppner, Director of Operations
Lori comes to Towerpoint Wealth with 27 years of financial firm experience. She began her career in financial services in 1997 as a receptionist for Piper Jaffray, a full-service U.S. investment bank and asset management firm, and it did not take long for her to advance, as she was promoted to Branch Operations Specialist in 2000, handling the myriad of responsibilities associated with day-to-day branch operations.
She began working with Joseph as his assistant in 2004, tending to a wide variety of practice administration and client-centric issues. Lori’s professional background and experience in the wealth management business gives her a clear advantage when working directly with clients and helping them with their day to day service and administrative needs. In addition to being a commissioned notary, Lori directly assists clients with opening and updating client accounts, coordinating and reconciling client asset transfers, and manages Joseph’s professional calendar. She also is extremely experienced with the many nuances associated with estate settlement and administration, helps plan and assist with Towerpoint client appreciation events, and ensures that clients of Towerpoint Wealth experience continuity with a unique combination of personal and professional grace and attention.
Lori is a native Sacramentan, and graduated from Center High School in 1996. She married her high school sweetheart, Aaron, in 2015, and the couple lives in Elverta, California with her eighteen year daughter Tayler, and nine-year-old American Bull Dog, Bella. She enjoys reading, gardening, road trips, cooking and baking, and spending time with her family and friends.