Lori L. Johndrow
A pioneer in an ever-changing industry
Over the past 35 years, her career evolved, as did the industry. Lori is passionate about empowering others with a sense of financial literacy. Her curiosity led her to continue to build on her knowledge, acquiring the certifications necessary to establish herself in finance. This was a natural progression from her background in life insurance, where she had met with success and established a large client base, particularly from Aetna.
Placing value on ethics & education
Lori values education for herself, her team and her clients. She has organized and presented hundreds of financial education seminars across the country at major corporations and universities, including a series of presentations designed to help women create and manage wealth. Inspired and energized by the prospect of helping others in a profound and tangible manner, Lori continues to add to her knowledge of finance and recently acquired her Retirement Income Certified Professional® and Accredited Investment Fiduciary® designations.
When acting in a fiduciary capacity, Lori is legally and ethically bound to act in her client’s best interest.
Will I outlive my money?
The number one concern of retirees is running out of money. As we all live longer, it becomes possible we may spend more years in retirement than we have spent working. Because of this, Lori became a Retirement Income Certified Professional® through a 2- year course focused entirely on creating lasting wealth for a lifetime. Income streams that won’t stop and assets that won’t be depleted over your lifetime are essential to ensuring you have the retirement of your dreams.
Wind in her sails
When she is not in the office, Lori is a novice photographer who routinely gets behind the camera to capture her travels with her husband, Dave. Always up for adventures large and small, Lori and Dave are avid sailors and frequent travelers whose recent journeys include Italy, Ireland, Austin,and Key West. Lori is passionate about giving back to the community. Each year she participates in the Petit Family Foundation 5K walk/run and in Commonwealth Cares projects such as painting the Dougherty Arts Center in downtown Austin, TX. For many years, Lori served on the Board of St. Paul Catholic High School and the Women’s Council at her previous broker-dealer. Her passion for education was clearly inherited by Lori’s two children: her son, Chris, is a newly minted PhD scientist from Albert Einstein College of Medicine and her daughter, Kaitlin, earned her BA with the highest honors in art history from UNC Chapel Hill. Most recently, Lori has picked up yoga and Tai Chi practices and seeks to bring this peaceful energy to her client meetings (especially during volatile markets!).
Designations & Credentials
Accredited Investment Fiduciary® (AIF®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Retirement Income Certified Professional® (RICP®)
Life Underwriting Training Council Fellowship (LUTCF)
Certified Fund Specialist® (CFS®)
FINRA Series 6, 7 and 66 Securities Registrations
Previous Member of Million Dollar Round Table
Five Star Wealth Manager award* for the past three years
Top Producer at Commonwealth Financial Network®, Business Experience 2015 + 2016; Founder’s Club 2017 + 2018
Lori Johndrow is proud to have been recognized as a Founder's Club advisor for 2017 + 2018—a distinction based on annual production that places her among the top 39 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
* Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,178 Connecticut wealth managers were considered for the award; 293 (9 percent of candidates) were named 2018 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit www.mdrt.org.