Lori Atwood, CFP (R)

Lori Atwood is a highly educated professional with a Master's degree in Public Policy from Georgetown University and a Bachelor's degree in Artificial Intelligence from the University of Pennsylvania.

Throughout her career, Lori has held various key roles in organizations, displaying her expertise in financial planning and business development.

She is the Founder of Fearless Finance® by Atwood Financial Planning and Atwood Financial Planning, showcasing her entrepreneurial spirit and dedication to helping clients navigate their financial futures.

Lori also has a rich history of professional experience, having served as a Consultant at Calvert Social Investment Foundation, Inc, Director of Business Development at MicroVest Capital Management, LLC, Senior Consultant at ShoreBank Corporation, Financial Advisor at Piper Jaffray & Co., and CFO at bSource.

Her diverse background and extensive experience make her a well-rounded professional in the fields of finance, investment, and strategic planning.