Lora joined Watermark Financial Services, Inc. in December 2003. Her primary responsibilities are compliance, tax preparation, and assisting Brandon and Cameron with client relations. This includes doing research, preparing client review materials, assisting clients on a day to day basis.
Lora has been married to her husband, Jon, for 35 years and has 2 children. Outside of work, she enjoys spending time with her family and friends, and being active.