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No matter the situation, the Horizon Legal Services team is skilled and dedicated to provide their expertise when assisting our clients.
Lori S. Oancea, J.D. is the President and Chief Legal Counsel of Horizon Legal Services, P.L.L.C. She has over 30 years of experience in the matters of financial and estate planning. As both an attorney and licensed financial adviser, she is uniquely positioned to address the diverse needs of individuals, families, business owners and exe
Lori S. Oancea, J.D. is the President and Chief Legal Counsel of Horizon Legal Services, P.L.L.C. She has over 30 years of experience in the matters of financial and estate planning. As both an attorney and licensed financial adviser, she is uniquely positioned to address the diverse needs of individuals, families, business owners and executives on insurance and estate planning matters, tax efficient investment strategies, asset allocation, funding for education and planning for retirement goals. For 8 years, she was also the former Director of Financial Planning at Oakland University overseeing the Executive Program which provides the curriculum and education for professionals desiring to obtain the Certified Financial Planner® certification.
Education
University of Detroit Mercy School of Law
University of Michigan Ann Arbor, B.A. Economics
Professional Registrations: State Bar of Michigan, State Bar of Illinois (inactive)
• Life, Accident & Health insurance licensed
• Securities licensed series 6, 7, 63 and 66
Memberships & Affiliations
• Society of Financial Services Professionals
• Estate Planning Council of Metro Detroit
PERSONAL LIFE
Lori grew up in Warren, MI and is a graduate of Paul K. Cousino High School. She presently lives in Beverly Hills, MI with her husband, Tim and is a mother of three boys, Zachary, Alexander and Jonathan. As a member of the “sandwich-generation”, she herself has experienced many of the life passages facing so many people today and can provide guidance on how to simplify some of these challenges.
Jenni Sordyl is the office manager and legal administrative assistance for Horizon Legal Services with over 20 years of experience. Jenni graduated from Northland Baptist Bible College in 1996 with an Associates of Science Degree. When contacting Horizon Legal Services, Jenni will typically be your first point of contact. She will make su
Jenni Sordyl is the office manager and legal administrative assistance for Horizon Legal Services with over 20 years of experience. Jenni graduated from Northland Baptist Bible College in 1996 with an Associates of Science Degree. When contacting Horizon Legal Services, Jenni will typically be your first point of contact. She will make sure your questions are answered in a timely fashion. Jenni oversees the firms Estate Planning as well as Trust and Probate Administration.
Jenni currently resides in Flushing, Michigan with her husband, 3 of their children and 4 dogs. When not working Jenni enjoys spending time with her family and friends, walks, working out, being outdoors, and reading.
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