Lorri started working as a teacher in 2009, and throughout her teaching career she watched countless 403(b) salespeople traveling through teachers’ lounges, selling terrible investment products to unsuspecting colleagues. With a plan to serve teachers better, she launched Sustain Financial Inc. in 2017. Since then, her expertise in navigating the state’s retirement and insurance options has led her to branch out her practice to serve other public service employees as well.
After 14 years in the classroom and 5 years spent running her financial planning business alongside a part-time teaching job, in early 2023, she parted ways with public education and now puts her full attention towards working to help teachers and state workers make the best financial decisions possible. She’s well versed in the nuances of the PERS, SERS, TRS and LEOFF systems, and serves teachers and other public servants at all career stages throughout Washington State.
Lorri loves a good home or yard improvement project; growing, cooking, and eating great food; and hanging out with her dog Lucy. When she’s not working, she can typically be found skiing at White Pass in the winter, or hiking, camping, kayaking, and golfing in the summer.
