Lori Wickes
Lori Wickes is the Founder of San Juan Wealth Management, where she provides personalized financial guidance to help clients pursue their long-term financial goals. With over 20 years of experience at LPL Financial, Lori brings valuable insight, strategic focus, and a deep commitment to helping individuals build enduring financial legacies.
She believes that with the right guidance, anyone can achieve financial confidence — which is why her office welcomes individuals from all backgrounds who are seeking support on their financial journey.
When she's not working with clients, Lori enjoys exploring the Four Corners region and nearby national parks on her Missouri Fox Trotter horse, and spending quality time with her family.
Avery Wickes
Avery Wickes is the Director of Marketing at San Juan Wealth Management where she leads the firm’s marketing strategies and designs – from brand development to client campaigns and engagement.
With a background in customer relations and a passion for design, Avery brings strong creative instincts and a disposition for customer care to the team. She is passionate about building authentic connections between the firm and its clients seeking to lead others to financial literacy.
When Avery is not working on the next client campaign, she enjoys skiing at all of Colorado’s incredible resorts and walking her corgi along the Animas River.
