Clients, you may have spotted the new face or heard the new voice around the office. Let us take a moment to get everyone up to speed.

As our enterprise grows, so does our team!

We’re pleased to introduce Lori Knott, joining us as our newest Client Services Associate.

We believe the core activities of our enterprise are investment research, portfolio management, and talking to you. But nothing happens until the details are handled, and they are crucial. So Lori is joining our client services team—a team that plays that vital role.

Lori brings years of experience working in financial services and administrative support. We could tell right away that her attitude, values, and skillset were a great match for our needs.

With a short commute from Omaha, Lori fits in right here with our love of nature, as she says she loves the outdoors and hiking. Her family includes her partner Elana, her four kids, and a “fur baby.” Her children are Bre, Bryce, and twins Braden and Brendan. In keeping with the B’s, her chihuahua Maltese mix is named Bandit.

Lori may be the latest addition to the 228 Main team, but she is already caught up with the “history” of our work here. The mission is the same for the whole team: we strive to grow your buckets. And that project takes all of us, from research and trading to paperwork and communications—it happens when all of us are ready to be of service to each other.

If you’re able, come in and say hello when you have a chance, and welcome, Lori!

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