About Lori King
As Practice Management Coordinator, Lori assists with day-to-day business. With close to two decades of client servicing and executive assistant experience, she brings streamlined processes and efficiency to the team while fostering client relationships. While ensuring compliance, Lori assists advisors in building and servicing their books of business. Lori attends Bluff Springs Baptist Church and spends her free time in Savannah, TN, with her Mini-Schnauzer, Jaeger. She is also a huge supporter of Ole Miss! Hotty Toddy!
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Talk to Lori
Free 15-minute call. No pressure, no obligation, just a clear conversation about what you're working on and how we might help.