Lori Westmoreland joined Agate Financial Services in April 2021 as Lead Administrative Assistant.  She has 30+ years of customer service experience, including over a dozen years in the financial services industry.  As a formerly registered representative, she has experience working with her own clients and also assisting an RIA with due diligence and managing the OSJ branch office.  After taking the time off to raise her 3 children, she’s back in the saddle with Agate Financial Services.

Lori’s been a Moose Lake Area resident for the past 20 years and has watched all of her children graduate from Moose Lake High School.  In her off time, you’ll probably find her either with her horses, family, friends or a combination of them all.  She still enjoys designing and creating dance costumes for her daughters and now is adding her granddaughter to the dance team.

Lori’s favorite attire is her cowboy hat and boots with her jeans and tank top.  After work it’s heels off and boots on to spend time with her baby, Victoria, a 1300 lb. Percheron mix, or running off to one of the sports, dancing or other events for kids and/or her grand or God-children.  With her vehicle windows down (or not), you’ll probably hear her radio coming before you see her!