“I strive to be a helpful piece to any puzzle — I like the feeling of making life easier for co-workers and clients.”
At Hamilton Point
As an Associate at Hamilton Point, Lori Haynes supports the firm’s advisory team by preparing portfolio review materials and reports for client meetings. Working remotely from the Outer Banks, she helps ensure information is accurate, clear, and thoughtfully presented—reflecting the quality Hamilton Point clients expect. Lori also contributes to daily operations, coordinating processes that keep the team organized and client service running smoothly.
Experience & Perspective
Lori brings more than fifteen years of experience in accounting across non-profit, public, and private sectors. Her background includes general accounting, tax preparation, and financial reporting—skills she now applies to the operations side of wealth management. At Hamilton Point, she combines attention to detail with strong organizational abilities and clear communication to support advisors with thorough preparation and well-crafted materials for every client interaction.
Community & Interests
Based in Kitty Hawk, Lori is deeply committed to youth sports and community involvement. She serves as Treasurer of the First Flight Track Club, a nonprofit that supports cross country and track and field athletes in Dare County, reflecting her passion for helping young athletes achieve their goals.