Lori Wathen, FPQP™DIRECTOR OF OPERATIONS
Lori brightens any room she enters, and the office at Payne Wealth Partners, now United Capital Evansville, is no exception. She carries that charisma and engaging personality over to the client relationships she builds and maintains.
Since joining Payne Wealth Partners in January 2008, Lori has become an anchor for the day-to-day tasks that take place in the firm. She is responsible for creating new client accounts, account transfers, wire procedures and assisting with quarterly client reporting, as well as performing daily administrative tasks.
Lori’s background in marketing at Healthsouth Deaconess Rehabilitation Hospital and her experience working with clients at Edward Jones are the perfect mix of experience in assisting the clients at United Capital Evansville. Her wealth of knowledge has led her to be the go-to person for everyone in the office. It’s a position that she enjoys: “Every day brings something new, and I never do the same thing twice. I enjoy the variety of work here.”
At the end of the day, Lori takes her pleasant demeanor and positive outlook and extends it to her home life. She finds comfort in gardening and pleasure in outdoor activities such as camping, hiking, kayaking, and mountain climbing. As a mom to three kids, her focus is on her family and their interests – the same kind of attention she brings to her job at United Capital Evansville. Lori is a perfect example of how each person on the United Capital Evansville staff is part of a team that cares for its clients.