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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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 …
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Forgiveness Drives Out Fear
It was 2008 The Great Recession was roiling the economy. The volatility of the market was upsetting everyone’s sense of well-being and life satisfaction. We were all living in a state of fear. We weren’t paying attention to account values, future projections, or financial plans. We were simply consumed with uncertainty and worry. I noticed …
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Eudaimonia
Choosing well-being, prosperity, and blessedness all year long. My Word for 2022 Recently, a friend asked me to choose a word that would define the year 2022 for me. I told Madchen, my friend, that I would like to use the word that I’ve been using through the entire year of 2021: Eudaimonia. Eudaimonia is …
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Addicted to Anxiety, Part II
Letting judgment go so that you can grow. Read Part I first. A Question for You What do you think causes someone to file for financial bankruptcy? What is the very first thought that comes to mind when you read that question? Now, humor me, write that answer down. Note how you feel as you …