Lori Simcik

Lori Simcik is a seasoned Client Service Associate at Oakwell Private Wealth Management, bringing over 13 years of experience in state government and a robust expertise in process improvement. Committed to enhancing operational efficiency, Lori specializes in streamlining workflows, establishing key performance metrics, and ensuring system accuracy. In her current role, she takes the lead in developing, communicating, and implementing process improvement plans that significantly boost team performance and elevate client service delivery. Her exceptional ability to align strategy with execution makes her an invaluable asset in driving operational excellence.

Beyond her professional endeavors, Lori actively contributes to her community as the Vice President of the Athletic Booster Club at Canyon High School, passionately raising funds to support all sports programs, players, and coaching staff. Additionally, every Wednesday, she leads and collaborates with community members at the local Comal ISD clothes closet, demonstrating her dedication to uplifting those in need.

Lori is happily married and enjoys life with her husband, Garrison and their teenage son, Joseph. They cherish weekends spent at the ballpark, cheering on Joseph and his teammates in baseball, as well as hosting barbecues with friends and family to relax and connect in the beautiful hill country.