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We start off by having an introductory meeting so we can get to know you, understand your goals, your values, your family, your work and even your hobbies. We believe that a thorough understanding of life and goals is essential to a successful wealth management relationship. The introductory meeting also gives you a chance to ask any questions you have about our firm, process, compensation, and more. Our goal is to earn your trust with complete transparency! 

Vision Tech Group is a fee-only firm adhering to fiduciary standards. Our relationship with you is built on transparency and doing what’s best for you only. We do not have any conflicts of interest that could impact the advisor/client relationship.  

We do not earn commissions or gain from product sales.  We only receive compensation from the fees we earn from our clients.  

Lorri Jefferson is the founder and President of Vision Tech Group. Prior to starting Vision Tech Group, she spent 25 years in the tech industry, bringing innovative hardware and software products to market.  Lorri has multiple patents and is a recipient of the Top Houston Women in Technology award. 

Lorri retired from HP Inc. to focus on helping others achieve financial stability & to help with church missions.