Lori A. Selby
Vice President at Epic Trust Investment Advisors, LLC
- Role
- Vice President Investment Advisor Representative at Epic Private Wealth
- Location
- Kennewick, WA, US
- LinkedIn followers
- 500 followers
About Lori A. Selby
I have spent a lifetime planning strategically both personally and professionally. As a…
Experience
Vice President Investment Advisor Representative
Mar 2017 — Present
I have spent a lifetime planning strategically both personally and professionally. As a higher education administrator in the area of business and finance I carried out strategic budget planning for universities and now I apply those same skills in assisting individuals, families, and businesses in reaching their long-term financial goals. I strive to provide exceptional service to each of my clients through putting an equal emphasis on both financial planning and investments. My husband, David and I have 3 adult children and 2 grandchildren. Our entire family are outdoor enthusiasts. Some of our favorite activities are cycling, swimming, cross-country skiing, biathlon, and golf. We love to stay active and lead a healthy lifestyle. Our Chocolate lab, Marvi, joins us on the dog ski trails by our home in Winthrop. I am looking forward to the World Championships in swimming and cycling to be held in Penticton, Canada in August 2017. I qualified by placing 2nd in the US National Championships in Florida, where there were no alligator related casualties. I placed 1st in the Canadian National Championships. Growing up, my family attended Central United Protestant church in Richland, Washington where my parents, Jack & Gwen Selby sang in the choir for as long as I can remember. Currently I enjoy attending Bible Study Fellowship (BSF) a non-denominational organization. Throughout my childhood and as an adult, I witnessed my parents helping others fund their college or technical school education. My husband and I desire to follow in their footsteps. As a member of Soroptimist I enjoy mentoring women and girls. We also support the Tri-Cities Cancer Center.
Education
Washington State University
PhD
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