About Us

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. Lori is a second generation licensed sales agent since 2010.  

     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 enjoys serving the Church, spending time with her family and traveling. 


Janie Kelley, Senior Market Specialist Her mother, Janie Kelley, is a licensed sales agent and a certified Senior Market Specialist serving the community since 2003.