Lori Susalla Oancea

Lori Susalla Oancea

Director of Development

Phone: 248-663-4763
Fax: 248-827-7378
Mobile Phone: 248-535-1388
E-mail:

Lori Oancea is the Director of Development with Michigan Financial Companies, a financial services firm focusing in estate planning, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies. 

 

As the Director of Development she coaches all new advisors entering the firm in a results oriented training and development program, where she partners with each advisor to prepare them for success.

 

She is uniquely qualified to address the diverse needs of high net-worth individuals.  She provides recommendations for asset allocation, funding for education, retirement and long-term care insurance.  She works closely with business owners, executive teams and their advisors to realize their financial goals. 

 

Education  

University of Detroit-Mercy, 1990-School of Law

University of Michigan, 1985-Bachelor Degree in Economics    

Professional Registrations

  • Life, Accident & Health
  • Series 6
  • Series 63
  • Series 7

 

Memberships & Affiliations

  • Society of Financial Service Professionals
  • Birmingham Bloomfield Chamber of Commerce
  • Women in Financial Services
  • Women’s Bar Association, Oakland County Region of WLAM
  • NAIFA

 

Personal Data

Lori resides in Bloomfield Village with her husband Tim. She and Tim have three boys, Zachary and twins Jon and Alex.