Lori Stewart, RICP®



Montgomery, Texas 77356





Lori Stewart, RICP®


      As a licensed sales agent, Lori Stewart is dedicated to helping individuals and businesses design and use their Health & Wellness benefits to their full potential. To stay on top of the changing regulations and develop accurate professional skills, she regularly completes industry training and certification programs. 

     Academic achievements include a Retirement Income Certified Professional ®. Lori Stewart's education, experience and professional affiliations have fostered her practical approach to offering financial services and advice to her clients. Maintaining a strong sense of community and a solid professional foundation are very important to Lori Stewart. She is an active member of her church, where she serves in several ministries . Lori Stewart enjoys spending time with her family and traveling. 

     Lori is a second generation licensed sales agent. Her mother, Janie Kelley, is a licensed sales agent and certified Senior Market Specialist. We want to empower people entering into their "Golden Years" to make decisions about care while focusing on the customer 's satisfaction.