Lori Schmoll, Cisr
About Lori Schmoll, Cisr
Lori Schmoll is a Senior Personal Risk Manager at Creative Planning, where she has worked since 2023. Previously, she served as a Personal Risk Manager at Creative Planning from 2017 to 2023 and as a Client Manager at Willis Towers Watson from 2014 to 2017.
Current Role at Creative Planning
Lori Schmoll serves as a Senior Personal Risk Manager at Creative Planning. She has held this position since 2023, contributing to the firm's focus on personal risk management. Her role involves assessing and managing risks for clients, ensuring they have appropriate coverage and strategies in place. Lori's expertise in this area supports Creative Planning's commitment to providing tailored financial solutions.
Previous Experience at Creative Planning
Prior to her current role, Lori Schmoll worked at Creative Planning as a Personal Risk Manager from 2017 to 2023. During her six years in this position, she developed comprehensive risk management strategies for clients. Her experience in this role laid the groundwork for her advancement to Senior Personal Risk Manager.
Experience at Willis Towers Watson
Before joining Creative Planning, Lori Schmoll was employed at Willis Towers Watson as a Client Manager from 2014 to 2017. In this role, she managed client relationships and provided risk management solutions. Her time at Willis Towers Watson contributed to her professional development and expertise in the field of risk management.
Professional Background
Lori Schmoll has a solid background in risk management, with extensive experience in both client management and personal risk assessment. Her career spans multiple years in the industry, allowing her to build a comprehensive understanding of client needs and risk mitigation strategies. This background supports her current work in managing personal risks for clients at Creative Planning.