Lori Willoughby

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Lori Willoughby brings over 30 years of experience in financial services to her role as the Director of Financial Services at Lovett & House. With a background in small, member-focused financial institutions, Lori is deeply committed to personalized client care. Her experience spans commercial lending, business development, and financial management, where she has consistently prioritized client goals and helped individuals navigate complex financial decisions. She holds a background in Financial Management from Edison State Community College and has developed a strong expertise in regulatory compliance, relationship management, and financial analysis.

Lori’s approach to her work is rooted in building relationships and ensuring her clients feel secure and well-informed. She finds the greatest reward in assisting clients with accomplishing their financial goals and finding ways to enhance their financial growth.  Known for her hands-on approach, she takes time to understand each client’s financial aspirations and challenges, providing clear guidance to help them achieve their goals.

Outside of work, Lori is also active in the Tipp City community, serving on the Rotary Club Board and was previously on the Tipp City Chamber of Commerce Board. Lori is passionate about gardening, cooking, and spending time with her family. Whether she’s helping a client plan their financial future or cooking for a family gathering, Lori is dedicated to making a positive impact on those around her.