Heather Lore | Director of Client Communications and Marketing

Heather Lore is a Director of Client Communications and Marketing at The Kelly & Wohlner Group. With a decade of financial service experience, Heather brings a deep background in client service, financial planning and operations to the team.

Heather’s key responsibilities include ensuring that each client and their families receive personalized service that supports an excellent wealth management experience. She also focuses on marketing, creating customized asset allocation and comprehensive financial plans, portfolio reporting, and managing all aspects of client services and operations.

Prior to The Kelly & Wohlner Group and Hightower, Heather worked at UBS Financial Services.

Heather earned her Bachelor of the Arts degree in Economics from the University of Kansas. She holds her Series 7 and 66 licenses, as well as Life and Health insurance licenses.

Heather is an active member within her community, and a proud supporter of the KU Alumni Association and Williams Education Fund. In her spare time, Heather enjoys practicing yoga, snowboarding, backpacking and exploring the great outdoors of colorful Colorado.

hlore@hightoweradvisors.com
Direct: (303) 800-5253