After working in a few different industries, Tori recognized that her passion always centered around a form of caregiving or customer service. Her desire to help people and always improve the experience for customers allowed Tori to stand out in each of her previous roles. She found her way to the financial services industry in 2016 working on a processing team for a large financial group, and within one year she was promoted to the advisor services team.
In short order, Tori was offered an opportunity to join a local wealth management team. Seeing the impact that financial planning and wealth management can have in many different scenarios ignited her love for being a paraplanner. She is beginning to study for her Financial Paraplanner Qualified Professional, FPQP™ designation to continue expanding her financial planning career.
Currently residing in Fort Wayne, Indiana, Tori joined Market Street in January of 2022 as our first mostly remote team member. While mostly remote, thanks to continued investment into technology, she can stay continuously engaged with the team and clients showcasing her great relationship building and communication skills. We are always excited when Tori brings her energy into the office at least a couple days a month with us!