Headshot of Lori Passehl

Lori Passehl

Practice Manager

Lori has been a team member with Passehl Financial since the beginning. Married to founder Geoff, she joined the practice after working in management development at a regional bank. Lori guides and supports the amazing team at Passehl Financial, helping them to deliver an outstanding experience to our clients. She also manages our strategic growth and marketing initiatives, and she helps to coordinate various opportunities to support the communities we serve.

With a background in counseling, human relations, training and development, Lori has a master’s degree from Villanova University. She and Geoff are proud parents to three beautiful children, Ava, Alex and Lucas. Lori took several years away from the firm to stay home with them, and she rejoined the team in 2017.

Lori was born and raised in New York and has called the suburbs of Southern New Jersey home since 2001. In her free time, she enjoys working out, traveling, and loves to have her toes in the sand at Brigantine Beach, New Jersey.

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Geoffrey J. Passehl, WMCP®, ChFC®, CLU®, RICP®, CASL®
Wealth Management Advisor


Passehl Financial Services

 

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