Lori Trokey

Office Administrator

Phone: 314-843-2440
Fax: 314-843-2404
E-mail:

Lori brings us 21 years of experience as an Executive Administrative Assistant.  Her past jobs include time in the construction and insurance industries.

Lori is an energetic and enthusiastic person that brings us lots of creative ideas.  She enjoys helping people and making a positive impact on their lives.  As our first point of contact, Lori will take care of client needs, manage and organize the daily office tasks and assist with the creation of marketing materials.

Along with Ken, her husband of 10 years, Lori stays busy with their son's football and chess club activiites.  They both enjoy traveling and seeing the world, especially Disney World.  Lori also volunteers her time helping the children at Cardinal Glennon Hospital and The Ronald McDonald house.

She has also been running a sucessful PartyLite business for the past six years.  So expect to see a bright (candlelit) office on your next visit.

Lori works for Headway Financial Group, LLC and JMC Consultants, LLC as a non registered assistant.  She is not securities licensed or registered with SagePoint Financial, Inc.