Lora McKee

Senior Client Service Manager at Larson Financial

Lora McKee is a seasoned professional in client service management with extensive experience in the financial services sector. Currently serving as Senior Client Service Manager at Larson Financial since September 2021, Lora specializes in client relationship management and oversees the execution of various financial operations. Prior roles include Client Services Manager, where Lora focused on achieving clients' financial goals, and Client Service Supervisor at Savant Wealth Management, emphasizing exceptional customer service and relationship building with high net-worth individuals. Lora's career spans various positions in guest relations and financial operations at reputable organizations, with educational qualifications including a Master of Business Administration from Grand Canyon University and multiple degrees from Northern Illinois University.

Location

Rockford, United States

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Larson Financial

Larson Financial's reputation for excellence is built on our long-term commitment to responsible financial management for medical specialists. Using a personalized, comprehensive planning approach, our primary goal is to help doctors successfully navigate through their many unique financial options. We specialize in helping physicians protect and accumulate assets by providing services like: Asset Protection, Investment Management, Tax Planning, Employee Benefits & Pensions, Practice Management, Retirement Planning, Contract Negotiation, Mortgage Planning, Risk Management, and Estate Planning Advisory services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC. Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services. Please consult the appropriate professional regarding your legal or tax planning needs.


Employees

51-200

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