Our Team
At Align Financial Advisors, we understand that every financial situation is unique. Whether you're an established professional or just beginning your financial journey, our team is here to provide guidance and solutions that suit your needs. We bring together years of experience and fresh perspectives to help you achieve your goals, no matter how big or small.
Our team includes a mix of seasoned professionals and fresh voices, ensuring a well-rounded approach to your financial strategy. We take the time to understand your goals and create strategies that are customized to fit your needs.
Lori co-founded the firm in 2024 after more than a decade helping clients with their financial needs.
Prior to starting her career as a financial advisor, Lori worked in software development and
implementation which helps her bring technical know-how to the team.
Lori is a licensed life insurance agent and has earned her Series 7, 24, 63 and 65 licenses, as well
as the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary®,
Certified Estate and Trust Specialist™ designations.
Lori serves as a key member of the team approach to client service.
Lori and her husband, Chris, reside in McKinney, Texas and are the proud parents of two grown children.
Jeannene co-founded the firm in 2024
Jeannene is a CPA with a rich background in tax planning, bookkeeping, and financial coaching.
Before becoming a financial advisor, she successfully ran her own firm, providing financial
services to clients.
As part of the Align Financial team, Jeannene leverages her tax planning and behavioral
financial coaching experience to help clients achieve their financial goals. Certified as a
Behavioral Financial Advisor, she is passionate about encouraging individuals on their financial
journey.
Jeannene and her husband, Richard, live in Fairview, Texas, and are proud parents of three adult
children. In their free time, they enjoy traveling and cherishing moments with family,
particularly their grandson.
Jeff co-founded the firm in 2024 after more than 25 years in IT. With a strong foundation in
software development leadership, Jeff brings a unique blend of technical expertise and strategic
insight to investment advising. After a successful career managing complex projects and guiding
high-performing teams in the tech industry, Jeff transitioned to investment advising to help
individuals and families achieve their financial goals.
Known for a data-driven approach, problem-solving acumen, and a commitment to excellence, Jeff
leverages his analytical skills and leadership experience to craft personalized investment
strategies.
Jeff and his wife, Christina, reside in Boerne, Texas and enjoy traveling to see their three
adult children.
