Lori Ann Scime

Lori Ann Scime, CFP®

Director of Operations

Lori Ann Scime, CFP®


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:

  • 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 …

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  • Addicted to Anxiety, Part I

    A wake-up call to pay attention and forgive. The light dimmed. Darkness overtook her mind. She was about to faint.  Her patterns of financial anxiety were the norm for many years … even while she was a financial advisor. She was successful, but she suffered from low self-esteem and low self-worth. When her business began …

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  • Thoughts on joining Note,

    My name is Colten Kitcho. I grew up in Sanborn, New York, a little farm town not far from Niagara Falls. I graduated from Niagara Wheatfield High School and Canisius College earning an BA in Sports Management. After a short break, I continued at Canisius and received my MBA with a finance concentration. When I …

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  • What’s your financial advisor paying attention to?

    I often hear financial professionals talk about the wealth they manage. They usually talk about how the market has impacted financial capital. Or about what the next exciting stock is going to do in the next quarter. I rarely hear them talk about their clients. A lot of financial professionals focus on the net worth …

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