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LORI CARROLL

DIRECTOR OF OPERATIONS
(215) 348-3219

  

With a bachelor’s degree from Bloomsburg University attained in 1992, Lori Carroll brings both her customer service management, and marketing skills to the Rosenau Financial Advisors team. Upon joining the group in 2011, Lori worked to establish enduring client relationships, and develop systems to efficiently manage administrative operations. Lori’s daily undertaking includes setting up, maintaining, and managing client records, and ensuring both employee and partner education is current and up to date.

Lori is happily married to her husband Kevin, and is a devoted mother to her two children Carly, and Flynn. Lori takes pride in her children’s involvement in local sporting and school events. In her free time Lori enjoys exercising and is a National Academy of Sports Medicine (NASM) certified personal trainer.