Lori Snead, Chief Compliance & Operations Officer

Lori assists in Montvue’s compliance with the U.S. Securities and Exchange Commission regulations as well as company process and procedure documentation. She wants clients to be confident that their assets are managed with integrity and competence and always with their best interests in mind.

Prior to joining Montvue in 2020, Lori worked in Richmond, VA at AMF Bakery Systems and AMF Bowling Worldwide in various roles including Master Scheduler/Production Control Supervisor, Materials Manager, and Applications Specialist. She later worked as an accountant at Davidson, Doyle & Hilton in Lynchburg.

Lori is a 1991 graduate of Virginia Tech’s Pamplin College of Business earning a Bachelor of Science degree in Management Science with concentrations in Production Operations Management and Decision Support Systems.

Holistic wealth management requires the right fit and chemistry between client and advisor. We offer a complementary initial consultation to get acquainted and explore whether we’re the right firm for you. If you’re ready to schedule a visit, please drop us a line.