Lori Nelson joined Garon Financial in September 2020. She plays a key role in supporting Ken Garon with client services, including preparing paperwork and coordinating meetings. During tax season, Lori manages the distribution of tax documents for the firm’s tax clients.
Before joining Garon Financial, Lori worked as an Assistant at Newton Executive Office Center, where she developed a strong foundation in administrative and client support.
Outside of the office, Lori enjoys traveling with her husband, attending concerts, exploring new restaurants, and spending quality time with family and friends.