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Gerber Financial Advisors

Lori M. Fellows, CRPC®, AIF®

RETIREMENT PLAN PROFESSIONAL, GERBER, LLC / BRANCH ASSOCIATE, RJFS

There is no such thing as one size fits all for retirement plans - which is why Lori is dedicated to uncovering each client’s CUSTOMIZED strategy.

Our process is crafted to be tailored to each business owner, and our retirement plans are no different. Lori’s days are spent developing the customized plans to accommodate each business owner, aligning today’s goals with their plans for retirement.

From plan design and implementation to understanding the latest Retirement Plan industry trends and technologies, Lori’s focus is minimizing business owner’s fiduciary liability – which to her, is a lot easier than it sounds (and arguably enjoyable).

Lori is also the go-to-gal for our team’s retirement plan questions. Group plans, portfolio management, enrollment education, annual plan reviews, and beyond – Lori tackles each project with the client’s best interest at heart.

Growing up in a small farm town in Kalida, Ohio, Lori ventured to Columbus where she attended The Ohio State University and received her Bachelor of Science Degree in Business Administration from The Fisher College of Business. She holds an Ohio Life, Accident and Health Insurance license and Series 65 license, is an Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®).

Lori has experience in the financial and retirement services industry spanning the last decade. Pre-Gerber she served as the Director of 401(k) & Investment Services at First Ohio Planning, LLC. Her extensive work experience, passion for helping others and contagious positive attitude makes her the perfect addition to the Gerber team.

Today, Lori resides in Grandview with her husband, two sons, and goldendoodle. Lori and her family enjoy the outdoors and are always on the lookout for their next big adventure. Don’t be surprised if you find the Fellow’s clan geocaching or scavenger hunting around the neighborhood or local park!




Lori Fellows is a branch associate with Raymond James Financial Services.


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