Lori Poole

Lori Poole, CFP®, is a seasoned Wealth Advisor and Principal at Bartlett Wealth Management, where Lori has been instrumental since August 2009 in providing investment advice and comprehensive financial planning services to individuals, families, foundations, and endowments. Prior to this role, Lori served as an Investment Advisor Associate and began a career in finance as a Client Communications Associate at BMW Financial Services. Early experiences also include a student worker position at Marvin F. Poer and Company and an internship at the University of Cincinnati College of Business. Lori Poole holds a BBA in Finance and Real Estate from the University of Cincinnati and completed the CFP Certification Course at the College for Financial Planning.