Lori (Lo) M. Fellows

Lo joined Mercer Advisors in 2022 with a vision and strong passion to collaborate with clients and colleagues to clarify the complexities of retirement plans and create operational efficiencies for enhanced experiences.

Lo began her career in 2006 and quickly expanded upon her level of expertise to include retirement plans, operations, portfolio management, wealth management, and financial planning. Prior to Mercer Advisors, Lo served in multiple advisory and operational roles, with a retirement plan focus, during her 12 years at First Ohio Planning and following two years at Gerber, LLC.

Lo earned her bachelor’s degree in accounting at The Ohio State University. Lo is recognized by the Foundation of Fiduciary Studies as an Accredited Investment Fiduciary® (AIF®), the College for Financial Planning as a Chartered Retirement Plan Counselor® (CRPC®), and the National Association of Plan Advisors as a Certified Plan Fiduciary Advisor® (CPFA®). Lo obtained the FINRA Series 65 and life, accident, and health insurance licenses.

In her spare time, Lo enjoys spending time with her children, participating in sports and coaching, hiking, being active outdoors, pets, and plants. Lo actively volunteers for multiple nonprofit organizations within her community and serves as a board member for a local education foundation.