Lori Bale

Client Relationship Manager

Lori joined Oak Ridge Financial in 2004.

Lori believes financial planning begins with a conversation that provides a lesson plan for working with each client to manage their finances, build and protect their wealth, and plan for retirement.

Lori started her career in finance when she joined Oak Ridge in 2004. Prior to joining Oak Ridge, Lori spent 16 years in education as a classroom teacher, Summer School Principal, and Site Coordinator for master teachers with the University of Denver. Lori holds Series 7, 66, and MN Life and Health Insurance certifications.

Lori earned her Bachelor of Science in Education from Minot State University. She also received a Bachelor of Science degree from North Dakota State University with a major in Fashion Merchandising/Retailing and a minor in Business.

In her spare time, she enjoys spending time with her family and friends, reading, volunteering, and attending the Minnesota United FC Soccer games.

Phone (763) 923-2233