Home » Blog, Divorce Financial Planning, Divorce Financial Strategies, Featured, Financial Planning, Headline, Press Release

Lori Colclasure Promoted to Director of Financial Planning of Cary Stamp & Company

September 1 2015

Lori

Lori Colclasure, of Palm Beach Gardens, has been promoted to Director of Financial Planning for Cary Stamp & Company. In this role, Colclasure will supervise strategies for the firm’s wealth management clients in estate planning, income taxes and risk management.

“For the past 25 years, Lori has been providing stellar accounting and financial planning services to a broad range of clients. She is amazingly qualified for her new role in our firm, thanks to her professional education and extensive experience,” said Cary Stamp, founder and CEO of Cary Stamp & Company. “In addition to being a Florida licensed CPA and a Certified Divorce Financial Analyst, Lori holds FINRA Series 7 and 66 registrations*.”

Prior to joining Cary Stamp & Company, Colclasure received intensive coaching from The Sudden Money Institute (SMI) in Palm Beach Gardens. The training provided her with a depth of knowledge on how to assist clients going through some of life’s major transitions, a signature service of Cary Stamp & Company.

“One of my greatest passions is working with people in transition and helping them realize their own resiliency, ability and fortitude,” she said. “I appreciate when clients see me as a coach, an advocate and a confidant whom they can rely upon.”

Colclasure earned her B.S. from American University in Washington, D.C. and her Master’s degree in accounting from Florida Atlantic University in Boca Raton. She most recently earned her Certificate in Financial Planning from University of California, Los Angeles. She, her husband and two daughters live in Palm Beach Gardens. Her hobbies include practicing yoga and tennis.

About Cary Stamp & Company

A CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst™, Cary Stamp and the advisory team of Cary Stamp & Company provide an array of financial and wealth management services.

The offices of Cary Stamp & Company are located at 110 Bridge Road, Tequesta, FL 33469; 2755 North Lincoln Avenue, Chicago, IL 60614; and 205 Lexington Avenue, Suite 1600, New York City, NY 10016. To contact Stamp or a member of his advisory team, visit www.carystamp.com or call 561-208-8333.

*Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser. Divorce Planning services offered by Cary Stamp & Company are separate and unrelated to Commonwealth.