Lori Spilde

Client Services Manager

Lori assists our clients with many administrative functions such as opening accounts, transferring assets and funds, establishing and updating beneficiary designations, and using online services and banking features. Lori began her career in the financial services industry nearly 20 years ago. She began in 1993 as a wire operator for Smith Barney, and in 1995 joined PaineWebber, which later became UBS.

Lori earned a bachelor’s degree in business administration with a minor in psychology and computers from Mayville State University.

Q & A with Lori

What is your customer service philosophy?
We want our clients to always feel welcome in our office and free to come to us with any questions. By being accurate and attentive to detail, we want our clients to be confident in our abilities to meet their needs.

What are your areas of focus at Ascential Wealth?
Our goal is to handle our clients’ needs in a transparent and efficient way, helping them through every step of the process to make the management of their financial affairs as easy as possible.

11 East Superior Street
Suite 500
Duluth, MN 55802
Phone: 218.336.2500
Toll-Free: 888.840.8299