A familiar face, Lorie Waldner has been located at the credit union for 13 years. She holds a Life and Disability Insurance License in Washington state.
In 2025, she joined Harborstone Investment Services as a Sales Assistant, bringing over a decade of credit union expertise to our team. Lorie specializes in streamlining account operations and providing high-touch support for clients. Her extensive background means she understands the unique needs of credit union members, seeking to ensure that your transition into investment planning is smooth, accurate, and personalized.