Jones & Roth Financial Advisors, LLC announced Lorri Craig has joined the firm as a financial advisor and will locate in the firm’s Bend office. 

Craig is a Certified Financial Planner (CFP) with over ten years experience helping clients with financial planning, investment guidance, wealth management and asset protection.

“Lorri is a great addition to our team”, said Scott Barker, financial advisors partner and financial services director.  “Her knowledge and skills will allow her to create a superior customer experience by meeting, and exceeding, the needs of our clients,” he added.

Prior to joining Jones & Roth, Craig was a financial planner with MetLife in Central Oregon.  In that role, she created in-depth plans to help clients meet their financial objectives through the use of products such as mutual funds, annuities, life insurance and retirement plans.

“The Jones & Roth client service model is exciting.  It allows me to offer a much broader range of integrated services to my clients, all within the Jones & Roth Family of Services,” Craig pointed out.