Lorie Perry

Lorie is an investment professional with over 30 years in the financial services industry. In her role as Operations Director, Lorie oversees all things operations, management, compliance, and client services. She enjoys working directly with clients, getting to know them on an individual basis and providing them with a personalized service and experience that exceeds expectations. She is also a Notary Public. Lorie joined Wealth Enhancement Group in 2021 through The Gensler Group acquisition. Prior to The Gensler Group, Lorie was a Chief Compliance Officer for another broker/dealer and has experience with all aspects of management, compliance, investments, and financial planning. A San Diego native, Lorie enjoys music, traveling, reading, bike riding, and spending time with friends and family.