Lori Eshbach Comanich is an advisory consultant who is dedicated to helping clients work toward meeting their financial goals; from retirement planning and college planning to estate planning and legacy planning for the next generation.
Lori believes that a structured and systematic approach to financial planning allows clients to first, truly understand their financial picture and secondly, to identify current and longer-term goals. This ultimately leads to a plan of reaching a retirement date with true confidence. A cornerstone to this approach involves discussions with clients mid-career in order to ensure preparation as a retirement date approaches.
Lori has been in the financial services industry for 24 years. These years have been spent in two areas of the financial services industry; the corporate asset management side the and the client-facing investment advisory side. The asset management firms include AIM Investments and Invesco. The investment advisory practices include Eshbach Retirement Planning and M. White Financial Services. These combined years of experience lend to Lori’s in-depth understanding of the business and allow her to leverage perspectives that others may not possess.
Lori holds a Bachelors of Business Administration degree in Management from the University of Houston Clear Lake. She is a member of Chi Omega Sorority and member of Gloria Dei Lutheran Church in Clear Lake. She has served with Baytown Junior Forum and is an inactive member of Beta Kappa Delta sorority. Lori and her husband, Charles, live in the Baytown area with their son, Canon, who attends Barbers Hill schools.