Meet Lori Vogan

Director of Client Services
"The best part of life is not just surviving, but thriving – with passion and compassion, and humor and style, and generosity and kindness." – Maya Angelou

Lori Vogan is a spirited member of our team with a broad background in the financial services industry spanning over 20 years. Her “value added” to the firm is the sincere interest she has not only in the quality of her work, but in the people she is providing the service for. She prides herself on giving excellent customer service and client satisfaction. In addition, she has her Insurance License and can assist client’s with their Insurance, Annuity and LTC questions.

Lori is a Cum Laude graduate from Wesley College with a degree in Business Administration and loves working with numbers and people. In her spare time she enjoys horseback riding, swimming and cooking and has an amazing collection of cookbooks.

She lives in Phoenixville, PA with her husband, 3 sons and 3 dogs. A true animal lover, she is always willing to help her 4 legged friends, including Patti’s dog Bentley. He is yet another beneficiary of her love and affection.

Get to Know Me

What are you most proud of?
My 3 sons.
How do you hope to be remembered?
Being kind & generous.
If you could go back to any age, which age would it be and why?
Childhood. We don’t appreciate our childhood until we are adults.

My Hobbies

This or That ...

Coke or Pepsi?
Adventurous or cautious?
Rock or Country?