What Clients Say

"As Clinical Director of Operations for an Ohio Health Partner, I have spent my career communicating with and educating clients, patients, and their families on their best interests for their health, rehabilitation, and financial safety when it comes to healthcare. I have lately become advisor ad hoc for my 90-year-old mother, who has recently changed her Medicare plan. Lori has proven to be an asset in assisting my mother in her journey to switch plans to one that is more beneficial, allows and promotes medical decisions by clinicians and not algorithms, and has done so in an ethical and accountable way.

 

Lori has recorded all conversations with my mother, spent time to text me and speak with me (with my mother’s permission) to keep me updated, and facilitated communication with her client, the family, and the insurer. She has been transparent and accountable in all transactions, and her influence has been positive throughout the process."

 -- Jean