Meet Lori Runyan











 "I know when someone signs on to work with Ryan or Steve they will gain an advisor who is extremely good at their job. Someone who honestly wants to get to know you and build a relationship with you. Someone you can trust with your future as well as the future of your family.” -- Lori Runyan

Name: Lori Runyan

Role: Relationship Manager

What Lori loves most about BTWM: “What I like most about my job is Ryan and Steve. I truly respect not only their ability to perform their jobs but also how much they truly care about our clients.”

Favorite food: “Anything someone else makes for me! Especially veggies.”

Favorite movie: Legally Blonde

Favorite hobbies: “Being with my family, walking my dogs and drawing.”

Motto/favorite quote: "I'm going to make everything around me beautiful -- that will be my life." -- Elsie de Wolf

As Relationship Manager for Blooming Tree Wealth Management, Lori Runyan helps advisors Ryan O’Connell and Steve Dobski deepen their strong, beneficial relationships with clients. Lori accomplishes this by scheduling regular meetings between advisors and clients, reviewing information, planning social events, keeping track of special days for clients, and using a variety of methods to keep in touch and inform clients of updates and necessary information.

“We really do want to develop lasting relationships,” says Lori. Begin your relationship with Blooming Tree Wealth Management and a better financial future by scheduling your Goal Meeting today. Contact us to schedule your free meeting.

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