Lori Ann Scime
Lori Ann Scime, CFP®
Director of Operations
When people hear that Lori is running the project they’re working on, they breathe a collective sigh of relief. And who can blame them? With a quarter century of professional work experience, most recently directing 33-odd workers in a team scattered across the United States, Lori knows how to get the absolute best work out of everyone. What’s more, she actually enjoys it! So do they. That’s why she’s a perfect fit at Note. We needed someone with communication skills, coordination talent, and financial acumen. We found Lori.
You might think Lori was born to direct operations, but she has spent much of her career like a lot of us at Note: in financial planning. She earned an Associate’s Degree in Liberal Arts and Social Sciences from Erie County Community College and a Bachelor’s in Business, Management, and Economics from Empire State College. She is a Certified Financial Planner (CFP®) and The American College of Financial Services has also bestowed the ChFC, CLU, CASL, and ChSNC designations upon her.
Lori takes her passion for people home with her too. She loves spending time with her husband, two kids, and dog Remington. She’s heavily involved in her local church and supporting outreach efforts in her local community. Lori is a big fan of her morning (and afternoon) coffee, playing a variety of sports, and reading one of several fiction books that are always on her nightstand. In fact, about the only thing she’s not a fan of is seafood; the ocean is for swimming, people!
Latest News from Note:
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Divorce – a self-fulfilling prophecy of misery or salvation?
Frustration builds as your bank account bleeds… It bankrupts your patience and any remaining good sense. You probably wonder, “What the hell am I paying for?” Divorce is hard. It’s complicated, overwhelming, and heart wrenching. It’s painful, scary, intimidating, and maddening. It’s also quite costly. The pressure is on to make decisions … big decisions……
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5 Myths of Tax Planning
They say all you need to survive is food, shelter, and love. I think they forgot tax planning. It doesn’t have the kind of marketing that love gets, but it’s the most unbelievably useful financial practice you might never have heard of. Picture this: over the past 40 years you have been stockpiling savings into……
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7 Myths about Wealth Coaching
Rebel. Rescuer. Magician. You probably have an instant picture of the word and what it means. The same could be true of “wealth coach.” Problem is, most people don’t know what a wealth coach is or does … and when they find out, they either want to dive right in, or run. If you’re a……
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Happiness Is Not a Reward
“Money is the key to happiness.” Do you believe that? Be honest. As I scroll through social media, watch videos, and listen to podcasts, very few are willing to admit that money is in fact the key to their sense of happiness. Even those that regard themselves as “spiritual”, can’t or won’t admit that their……
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Resources for Inspiration
Navigating the family business landscape can feel treacherous, complicated, and overwhelming at times. Luckily, you’re not alone. Tom, Erik, and Mike have compiled their favorite resources for individuals searching for inspiration. Read Trapped in the Family Business “How do individuals get trapped in their family business? What are their options? Why don’t they just leave?……
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Four Things Every Family Business Owner Should Keep in Mind
If I’ve learned one thing from my conversations with family business owners, it’s that you are busy people. Sure, any executive faces countless hours and complex decisions. But combining that with family affairs can prove to be overwhelming at times. Through the experiences others have shared with me, a common theme emerged: the day-to-day requirements……