Lori Sittner

Director of Client Services

Lori is an integral part of the Valenta family, bringing 20 years of experience in the retirement services industry to her role as Director of Client Services. She’s passionate about building strong relationships with clients and ensuring they feel heard and supported throughout their financial journey. Lori facilitates client communications, acts as a client advocate, and processes client documentation with meticulous attention to detail. She also interacts with mutual fund sponsors, broker-dealers, and investment banks regarding client trades and related financial issues.

Lori has two daughters, Amanda and Chelsea, and two grandchildren, Dylan, and Matix. Outside of the workplace, you’ll find her hunting, fishing, and spending time with her family.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.