Lori Davis

Lori Davis joined Allied Wealth Management in 2010 as our Client Relations Specialist. She enjoys interacting with the clients, assisting in seminar planning and preparation of our annual client appreciation event. She is responsible for scheduling the seminars, invitations, confirming attendees, as well as, scheduling most of the client meetings.

Having worked in a variety of business environments, Lori brings 25 years of office administration and management experience, as well as, customer service to our team.  

She was recently promoted to Director of New Accounts and is responsible for preparing and issuing paperwork for new accounts and following through to policy issue.

Lori is originally from Minnesota but moved to Texas 30 years ago. She graduated from Hallsville High School and attended Kilgore Jr. College and Brown Institute of Court Reporting and Business in Longview, Texas. She has a daughter, Christa, who attends Lone Star College and works full-time and a son, Bryson, who is in pre-school.