Lori Kaplan, Eagle Strategies, LLC SpotlightCLEO MEMBER SPOTLIGHT: Lori Kaplan, Financial Advisor with Eagle Strategies, LLC. Lori is an incredible addition to CLEO and we’re so grateful to have her as an Inaugural Member. Lori is passionate about helping widows, families, business owners and executives realize their financial goals – and is incredibly gifted in doing so. Make sure you meet Lori at the next CLEO event!