Meet Loni Mann

Loni joined the Investment Center in 2004 and has built a career defined by exceptional client service, attention to detail, and a strong commitment to supporting both clients and the team. Over the course of her tenure, she has developed extensive experience in client relations and the day-to-day operations that help ensure a seamless and positive client experience.

In her current role as Client Relationship Manager, Loni oversees a wide range of client service responsibilities, helping ensure accounts are maintained accurately, client requests are addressed promptly, and business is processed efficiently and in a timely manner. Her extensive knowledge of the firm’s operations and dedication to client care make her an integral part of the Investment Center team. Loni takes pride in building lasting relationships with clients and providing the dependable, personalized service they have come to expect.

Loni is a graduate of Colorado State University, where she earned a Bachelor’s degree in Business Administration with a concentration in Business Management. She also holds a FINRA Series 6 Registration through LPL Financial.

Outside of work, Loni values spending time with her husband, Joel, and their two children, Devyn and Jaxton. As a family, they enjoy spending time outdoors camping, boating, and biking, while also attending the many activities and sporting events their children participate in.