Lori L. Embrey, MS, CFP®, CDFA™
As member of our Wealth Advisory Team, Lori is responsible for organizing, managing and directing the delivery of services to our clients.
Prior to joining the firm, she served as principal of Fairfield Investments and Wealth Management, LLC, a company she founded in 2007. She has 20 years’ experience in financial services, including five years with Nationwide Insurance.
A Certified Financial Planner™ certificant, Lori is a member of the National Association of Personal Financial Advisors and the Financial Planning Association. She also holds the Certified Divorce Financial Analyst® designation from the Institute for Divorce Financial Analysts.
A frequent author and presenter on financial planning and investment topics both locally and nationally, Lori is one of the co-founders of Hamilton Capital’s Women’s Exchange, which works to develop greater financial literacy among women.
She holds a bachelor’s degree in consumer affairs and a master’s in family financial management from The Ohio State University, where she also served as an adjunct faculty member teaching undergraduate consumer economics and personal financial planning.