Location
Camp Hill, PA
Licenses
Pennsylvania Life, Health with Variable Lines
Property and Casualty
Pennsylvania Notary
Bio
Lory serves as the Marketing and Event Coordinator for Conte Wealth Advisors, bringing over 20 years of investment-industry experience and a specialized focus on marketing and events. She manages the planning and execution of client appreciation events, educational programs, and business-development initiatives from initial concept through post-event follow-up. Her responsibilities include coordinating venues, vendors, invitations, registrations, event materials, schedules, and on-site logistics to deliver polished and memorable experiences.
Lory collaborates with advisors, team members, and outside partners to keep projects organized, and ensure materials/activities follow applicable industry and compliance requirements. Through careful project management, relationship building, and attention to detail, she helps strengthen client engagement and supports the firm’s continued growth.
Outside of work, Lory spends her time gardening, reading, and making memories with her family. She especially appreciates opportunities to be outdoors, unwind with a good book, and enjoy the simple moments that come from being close to the people and places that matter most.
Looking for a Better Client Experience
Schedule your Introductory Call Today