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Lorri DeFoor
Professional designations
CFP
Firm or Broker/Dealer name
Sustain Financial Inc.
States licensed in
Lacey
,
Washington
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning for LGBTQ+
Investment Management
Wealth Management
Financial Planning
Time Zone
Lorri is Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. Before transitioning full time to financial planning, she worked for 14 years as a high school math teacher.
Her focus on working with newly widowed women, particularly those in the LGBTQ+ community, sprouted initially from helping her best friend through unexpected widowhood a few years ago. After this experience, it became apparent what an incredible need widows have for financial support as they make a huge life transition while also dealing with substantial amounts of grief. Most of Lorri's work in recent years has focused on helping clients make this transition in a highly supported way that also builds confidence and independence.
Lorri has a Master’s in Teaching from The Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College. She also completed the Financial Planning Program at Boston University. When she's not financial planning, she can generally be found on a golf course, working in her garden, or in the mountains camping, hiking, or skiing.