Lori Colclasure, of Palm Beach Gardens, has been promoted to Director of Financial Planning for Cary Stamp & Company. In this role, Colclasure will supervise strategies for the firm’s wealth management clients in estate planning, income taxes and risk management.
“For the past 25 years, Lori has been providing stellar accounting and financial planning services to a broad range of clients. She is amazingly qualified for her new role in our firm, thanks to her professional education and extensive experience,” said Cary Stamp, founder and CEO of Cary Stamp & Company.
“In addition to being a Florida licensed CPA and a Certified Divorce Financial Analyst, Lori holds FINRA Series 7 and 66 registrations*.”
Prior to joining Cary Stamp & Company, Colclasure received intensive coaching from The Sudden Money Institute (SMI) in Palm Beach Gardens. The training provided her with a depth of knowledge on how to assist clients going through some of life’s major transitions, a signature service of Cary Stamp & Company.
“One of my greatest passions is working with people in transition and helping them realize their own resiliency, ability and fortitude,” she said. “I appreciate when clients see me as a coach, an advocate and a confidant whom they can rely upon.”
Colclasure earned her B.S. from American University in Washington, D.C. and her Master’s degree in accounting from Florida Atlantic University in Boca Raton. She most recently earned her Certificate in Financial Planning from University of California, Los Angeles. She, her husband and two daughters live in Palm Beach Gardens. Her hobbies include practicing yoga and tennis.