Client Concierge - Clifton Park, NY
Lori Favreau is a Client Concierge for Holistic Wealth Advisors, joining the team in July 2022.
Lori is the friendly voice that you hear when calling our office and is the first point of contact for clients when entering our office reception area. Lori is responsible for creating a friendly, warm, and welcoming experience for our clients and guests.
In her role she coordinates, organizes, and maintains the front office operations. Lori is responsible for office management, creating an impactful client experience with personalized interactions from the office through calls, emails, cards, special occasion gifts, and event planning.
Lori grew up in Latham and attended Hudson Valley Community College. She has spent much of her career in Order Entry, with a high concentration on accuracy, customer service and satisfaction.
Lori resides in Clifton Park with her husband John. They have three adult children and four granddaughters.
In her spare time, Lori enjoys baking, crafting, traveling, and spending time with her family and friends.