My name is Lori Nelson, and I am a CPA and Licensed Life and Health Insurance Broker. I started my career in public accounting and then transitioned into the private sector, the majority of which was spent in the corporate accounting and finance departments of large insurance companies. I wanted to have the ability to directly impact individuals and families, so decided to become an insurance broker several years ago and have thoroughly enjoyed it. I bring a high level of expertise and have helped countless clients find plans that fit their lifestyles and give them peace of mind. I take a consultive approach when working with my customers, and I always aim to provide the best solution available. Some of the areas I can provide guidance in include life insurance, health insurance and retirement planning solutions.