Lori Rutkowski has been affiliated with Heritage Financial Consultants since 1996, when she started as a part-time employee. As a Practice Manager, she not only manages the inner-office procedures and staff, but she also provides concierge service to clients and their families to ensure their financial and administrative needs are reviewed and accomplished.
Lori resides in Hockessin, Delaware, with her two children and their numerous pets. When not working, Lori enjoys yoga, traveling, scrapbooking, and cruising. She also enjoys attending concerts, visiting wineries, and spending time with family.
2036 Foulk Road, Suite 104 Wilmington, DE 19810
- FINRA series 7, 63, and 65 registered
- Delaware Life and Health insurance registered
- Lincoln Financial Advisors – Staff of the Year (2010)
- Lincoln Financial Advisors – Top Honors Staff of the Year (2015)
- B.S., Goldey-Beacom College