Tori processes account opening and asset gathering for new clients; processes incoming transfers, client service requests, and all client data information; as well as aids in trading client portfolios. She is also responsible for nurturing our existing client relationships through our client elevate and progress calls. She coordinates our various client socials and educational events.
Tori studied Elementary Education at West Virginia Wesleyan, and has a Bachelor’s Degree in Business from Glenville State College. She has a background in finance, from working as a bank teller to becoming a finance manager at Mountaineer RV & Outdoor Center, making her perfect for this role.
She was born and raised in Lewis County and currently resides in Jane Lew, WV with her husband, Greg, and their three children, two dogs, and cat. She enjoys cookouts, cornhole, and spending time with her family, as well as traveling and going to the beach.
