Lori Vogan

Director of Client Services


Meet Lori Vogan

Director of Client Services

"The best part of life is not just surviving, but thriving – with passion and compassion, and humor and style, and generosity and kindness." – Maya Angelou

Lori Vogan is a spirited member of our team with a broad background in the financial services industry spanning over 30 years. Her “value added” to the firm is the sincere interest she has, not only in the quality of her work, but in the people she is providing the service for. She prides herself on giving excellent client service and makes sure that the Client Services team she manages, does the same. In addition, she has her Insurance License and can assist clients with their Insurance, Annuity and LTC questions.

Lori is a Cum Laude graduate from Wesley College with a degree in Business Administration and loves working with numbers and people. In her spare time, she enjoys scrapbooking, cooking, and reading. The scrapbooks are a labor of love for her grandchildren that will be given to them when they graduate High School. She has an impressive collection of cookbooks that she treasures now more than ever, as it seems that the new way of cooking is looking up recipes online! Lori also likes reading historical nonfiction, primarily about life on the Oregon Trail and the pioneers settling out West. No wonder Laura Ingalls Wilder is still her favorite author.

She lives in Phoenixville with her husband and 3 dogs. She has 3 sons, two of whom are married, and 2 grandchildren. The apples of her eye are her granddaughter, Mila and grandson, Leo. She loves spending time and making memories with them.

Get to Know Me

What are you most proud of?

My 3 sons.

How do you hope to be remembered?

Being kind & generous.

If you could go back to any age, which age would it be and why?

Childhood. We don’t appreciate our childhood until we are adults.

My Hobbies


This or That ...


Coke or Pepsi?



Adventurous or cautious?



Rock or Country?


My Photo Gallery