People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Lori B. Deane, JD

Senior Financial Counselor

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As a Senior Financial Counselor at The Colony Group, Lori counsels high net worth individuals and families by providing them with individualized wealth management plans focused on tax-efficiency. She uses her expertise in estate planning to create strategies to meet the unique needs of her clients.

Before joining The Colony Group, Lori was a Senior Staff Attorney with G.W. & Wade, Inc., where she provided financial counseling and tax services to high net worth individuals.  She earned her Juris Doctor from Western New England University School of Law and a Bachelor of Arts from Assumption College. Lori is admitted to practice law in the Commonwealth of Massachusetts.