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Lori Dillingham has over 25 years of experience in the retirement planning industry. Lori started their career in 1995 at Freedom One, where they served as Manager of Recordkeeping and Administration for 17 years. In 2013, Lori joined CAPTRUST as Director of Retirement Plan Operations, where they currently hold a leadership role.

Lori Dillingham, QKA, QKC, QPA, obtained their Bachelor of Business Administration (BBA) degree with a major in Finance, General from Oakland University, where they attended from 1990 to 1994. Lori further pursued their education at Walsh College, where they completed their Master of Business Administration (MBA) degree, specializing in Finance, General, from 1995 to 1998.