Director of Client Services
Lori Kinsley is the director of client services for Navitas Wealth Advisors. She serves as an administrative liaison between clients and their advisors in the firm, working to increase the productivity and efficiency of their calls and meetings. In this capacity, she handles wide-ranging responsibilities, provides key resources for existing clients, and enjoys helping senior leaders welcome prospective and new clients to the firm’s planning and investment processes.
Prior to joining Navitas, Lori was an owner and manager of diverse businesses, including a nonprofit and several retail establishments. These leadership roles gave her broad experience in numerous facets of business operations and administration, including human resources, marketing, bookkeeping, and customer relations. Overall, she has learned the value of a positive outlook, and she seeks to serve and encourage both her colleagues and her clients.
Lori completed coursework at Mississippi College and is a Certified Lactation Education Counselor through the University of California, San Diego. She and her family stay involved in community activities and enjoy playing board and video games together. She calls herself a “serial crafter” who loves to create and build things.