Lori Wheeler

Client Service and Operations Manager

I believe Client Service is an attitude, and deserves the very best I have to offer. Clients will forget what you said, but will NEVER forget how you made them feel.

As an Operations and Client Service Manager at AEPG® Wealth Strategies, Lori is responsible for the day-to-day interactions with our custodians, and works with our Financial Life Planners and Investment Team and to provide an outstanding client experience for our financial planning and wealth management clients.

With 10 years of experience from Nationwide as a Retirement Specialist, and with UBS as a Wealth Strategist & Senior Registered Client Service Associate, Lori has integral knowledge supporting wealth management professionals and working with clients on their accounts, investment portfolios, and insurance applications and illustrations.

Lori graduated from St. Johns University with an Associates in Liberal Arts, then attended the College of Staten Island where she earned a Bachelors in Spanish Education and a Minor in Women’s History. She later went on to earn a Masters in Special Education from Touro College.

Lori is a parent advocate on Staten Island for parents whose children suffer from Autism. She lives on Staten Island with her husband Jeff, four children, and two dogs. She enjoys her volunteer work as an active member of Autism Speaks and as a spokesperson for Heartshare, which is an organization for children and adults with developmental Disabilities. Lori also runs a support group for parents with disabled children called Parent to Parent. Her favorite activities include skydiving, hiking, camping and spending time with my family.