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Lori Ready has an extensive 33-year career in Financial Services, specializing in Private and Business Banking. Currently serving as the Head of Client Experience at Balance Wealth since September 2024, Lori previously held the role of Client Relationship Associate at WealthSource Partners, LLC from January 2019 to September 2024. Prior experience includes serving as a Senior Relationship Manager at United Capital Financial Advisers, LLC for a brief period in late 2018, and spending nearly two decades at Wells Fargo Advisors as a Senior Client Associate. Lori began the career in Business Banking as a Business Banking Assistant at Wells Fargo. A graduate of Colorado State University with a degree in Agricultural Industries Management, Lori is dedicated to building and managing financial portfolios aimed at growing, protecting, and transferring wealth.