Lori Marshall

Client Support Specialist

As a veteran Mortgage Loan Officer, Lori enters the Wealth Management field excited to learn and assist those with long-term investing and retirement planning.  Lori moved to St. George in 1970 with her parents and 4 sisters.  She has seen the explosive growth and change that has occurred in Southern Utah and recognizes the incredible opportunities it has to offer. 

After graduating high school, she moved to Northern Utah for 15 years but was eager to return to her hometown of St. George.  Upon return, she owned and operated a mortgage brokerage for 10 years before working for Academy Mortgage for 12 years.  During her career as a Mortgage Loan Officer, she worked with a very diverse clientelle and enjoyed helping them achieve their goal of homeownership.  She looks forward in assisting our clients pursue their long term financial goals.

At present, Lori enjoys everything Southern Utah has to offer such as paddleboarding, hiking and camping.  She is the mother of two amazing boys and soon to be grandmother to her first grandchild.    She feels fortunate to have a large extended family in Southern Utah and enjoys spending time with them.

Phone 435-215-4772