Lori Hartin is a founding member and partner at Walcott & Hartin, LLC. As a Licensed Fiduciary and Chief Financial Officer for our office, Lori brings over 20 years’ experience in public administration and fiscal operations. Lori graduated Summa Cum Laude with a degree in Business & Financial Management from Eastern Gateway College. Most recently, she has served in the specific capacity of financial operations for over 100 trusts, estates, conservatorships, and power-of-attorney clients. Previously, Lori has assisted with the launch of several local and national non-profit organizations; authored numerous publications; worked as an emotional health counselor; and served with public health nursing for 10 years. She has a background in elementary education, the agricultural field, and ordained ministry. Additionally, she served as a patient ambassador with a pharmaceutical company and spent several years speaking and lending peer support at events and programs in a highly regulated industry. In addition to corporate financial duties, Lori is a California Licensed Professional Fiduciary and National Certified Guardian, providing case management, care management, and other personal support to our clients. Lori is also a member of the Sacramento Estate Planning Council and the Professional Fiduciary Association of California. Lori’s passion is story. Because no two persons are alike, Lori spends time learning the stories behind our clients, striving to connect in a way that best serves the individual client and confirms they’ve made the right choice to work with Walcott & Hartin, LLC.