Lori Cano provides plan compliance and audit support to retirement plan sponsors as well as internal audit and processing consulting for Cannon.

Lori Cano, Retirement Plan Consultant

Lori Cano provides plan compliance, audit support and plan level record keeping management to every retirement plan sponsor. In addition, she is responsible for managing Cannon’s internal audit and process consulting needs.

Lori began her career as a broker with a well-known national financial firm and has excelled in various roles during her 20+ years in the industry including product analyst, portfolio manager and research associate. Most recently, she serve as the strategic voice of a $35B firm where she applied her strong communication skills to keep relationship managers informed of the reasoning for strategic investment decisions at the committee level.

Lori earned her Bachelor of Science in Business Administration, Finance from Brigham Young University and her Masters of Science in Business Administration, Finance from San Diego State University. She now lives in Athens where she can be regularly found cheering on her sons’ sports teams.

Areas of Expertise

Plan Level Consulting

Compliance & Administration