Advisor at Sustain Financial Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Hi. I'm Lorri. I'm Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I specialize in working with state government workers, teachers, and/or members of the LGBTQIA+ community.
I'm passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I've seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it's possible to do both if you are clear about what is important to you.
I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University.
When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains.
0.75% to $1M; 0.5% above $1M
$200+/hr
$800+/qtr
Sustain Financial Inc.
2017 - Present (9 years)
Sawston Wealth Management, LLC
2016 - 2017 (1 year)
North Thurston Public School
2012 - 2023 (11 years)
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