Lori Wathen

Lori Wathen

Mother of Three, Wedding Planner for Oldest Daughter, IU Fan

Client Services Supervisor

Payne Wealth Partners

601 N Cross Pointe Blvd.
812-477-6221 office
812-602-6305  direct
812-477-0417  fax

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Lori brightens any room she enters, and the office at Payne Wealth Partners 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 Payne Wealth Partners. 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 Payne Wealth Partners. Lori is a perfect example of how each person on the Payne Wealth Partners staff is part of a team that cares for its clients.

My typical weekend…

Alex's thoughts on Lori at Payne Wealth Partners…

Payne Wealth Partners is ready to help you and your family’s future.

We offer complimentary consultations to understand your needs for your future.

Your complimentary consultation will include:

  • Discovery and verbalization of personal values
  • CFP practitioner to identify potential solutions to better your life
  • Uncovered current costs
  • This field is for validation purposes and should be left unchanged.
Lori Wathen August 24, 2012

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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