Lori Davidson, Administrative Assistant

Lori has been with CUE Financial Group since 1997 as an administrative assistant and quickly realized that she enjoyed interacting and developing relationships with clients. Lori holds a FINRA license. Her responsibilities are to provide client services and coordinate meetings, interviews, and events for our team. “Relationships with our clients are the most satisfying aspect of my job. I feel that as a team we have great integrity, are professional and just truly care about people no matter who they are. That’s how we started and it’s still the core of who we are to this day.”