Overview
Tori is dedicated to supporting financial advisors by managing administrative tasks and fostering productive, trusted client relationships.
With more than seven years of experience in financial planning and client data analysis, she is passionate about helping clients achieve their long-term goals while building meaningful connections. Known for her attention to detail and precise analytical skills, she brings care and excellence to every aspect of her work.
In 2024, Tori joined QuadCap after a successful tenure at Spectrum Strategies LLC, where she honed her expertise in financial planning. During her seven years there, she supported six financial advisors, enabling them to successfully manage their businesses.
Outside The Office
Outside of work, Tori lives in Carrollton, Texas, with her two energetic young sons, who keep her on her toes and ensure life is never dull. Whether they’re exploring the outdoors or braving the Texas heat, they’re always chasing adventures and making memories.
As a proud boy mom, Tori finds her greatest joy in shaping the next generation with love, laughter, and a bit of chaos along the way. When she’s not busy chasing toddlers, you can find her volunteering at her local church, where she’s passionate about helping others find spiritual freedom and purpose.
On rare quiet days, Tori loves curling up with a good book or enjoying chips and salsa on a sunny patio with friends.