Can one person’s courage truly change others lives? Just days before his high school graduation, Lori’s son, Josh, was injured during a school shooting. Josh displayed remarkable bravery by helping to disarm one of the shooters, tackling him to the ground. Lorie shares the gripping details of that day, the heart-wrenching moment when she received Josh’s call, and the intense crisis that her family faced. This episode is a powerful testament to the extraordinary strength and composure that both Lorie and Josh exhibited in the face of unimaginable adversity.

Lorie’s story serves as a profound reminder of the significant impact one person’s actions can have on a broader scale. We explore how Josh’s courage inspired his classmates and how such individual acts of bravery contribute to collective effort. Lori reflects on how this life-changing experience has shaped her perspective on personal growth and courage. Join us as we embrace the core message: if you have a pivot, step into it. Our heartfelt gratitude goes to Lorie for her openness and for sharing her and Josh’s transformative journey with us.

GUEST BIO:

Lorie began her career in financial services in 2013 with a Registered Investment Advisory firm in South Denver. Initially serving as a paraplanner, she provided technology and operations support before advancing to a Client Services Manager role with Empower Retirement, where she managed a portfolio of over 300 Core Market plans. She then joined Fidelis Wealth Advisors, bringing her extensive experience and dedication to client service.

In addition to her securities licenses, Lorie holds health, life, accident, property, and casualty insurance licenses in the state of Colorado. She has earned her CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards and is an active member of the Financial Planning Association (FPA).

Lorie recently launched the “Fearless Females” podcast, creating a platform for empowering discussions that inspire women in the financial services industry and beyond. Through insightful interviews and stories, she builds a community where challenges are met with resilience, amplifying female voices and demonstrating her commitment to fostering inclusivity and fearlessness in finance.

PERSONAL

Lorie holds an MBA from Colorado State University. In her leisure time, she loves hiking with her family, traveling with her husband David and their five children. Lorie is deeply committed to empowering women in finance and supports the Economic Literacy Council and Aspen Effect with their youth programs, helping to foster financial literacy and economic empowerment among the younger generation.

Connect with Lorie Jones:
LinkedIn: https://www.linkedin.com/in/loriejones

Connect with Theresa and Ivana:

Websites:

Theresa, True Strategy Consultants: https://tsc-consultants.com/

Ivana, Courageous Being: https://www.courageousbeing.com/

Instagram:

Ivana: https://www.instagram.com/courbeing/

Theresa: https://www.instagram.com/tscconsultants/

LinkedIn:

Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/

Theresa: https://www.linkedin.com/in/tree-conti/

Ivana: https://www.linkedin.com/in/ivipol/