Broker Check

Lori Schaefer | Client Services Associate

In the role of Operations at Integrated Wealth Management, Lori handles all the daily processing and ensures that everything runs smoothly for clients and advisors. She brings 15 years of customer service experience to IWM along with a strong work ethic and amazing organizational skills.

 She holds dual degrees, a B.S. in Forensic Chemistry from the University of Tampa, and a B.F.A. from Samford University. Her parents instilled in her a passion for fiscal responsibility and charitable giving, and she continues this tradition while passing it on to future generations.

 When she's not at IWM, she enjoys exploring new places and amazing food with her husband. Their favorite place is Italy, but the San Francisco Bay Area is a close second. They live in the historic Japantown district of San Jose.