Lori Minyard has more than 17 years of experience in financial services. Before joining Performance Wealth, she was a registered portfolio associate in private wealth management with William Blair. Prior to that, she was Vice President with KCG Holding LLC (formerly Knight Capital Group) where she managed the daily operations of the trading desk, due diligence for new accounts, compliance reporting and audit management and a wide range of other back office functions. Earlier in her career she spent more than 20 years with a major international energy company, holding positions in finance, human resources, and marketing. She holds a B.S. in business management from Indiana University—Northwest.