Lora L. Stevens McKee
Client Services Supervisor
Lora is a client services supervisor in Savant's Rockford, IL office, is a member of the Concierge Team, and has a membership interest in Savant. Her responsibilities include managing client transactions, following up on requests, overseeing client workflows, developing efficiencies, and reviewing team paperwork. She is part of the Mergers and Acquisition Team and assists staff at new locations during their transition to Savant. Lora works closely with financial custodians by building relationships to ensure efficiency and accuracy when servicing the assets of Savant’s clients. She takes great interest in working with our custodians on special projects, including lines of credit, technology updates, and required minimum distributions.
Lora has been involved in the financial services industry since 1998. She earned a bachelor of science degree from Northern Illinois University and an MBA from Grand Canyon University. She is a Financial Paraplanner Qualified Professional™ (FPQP™).
Lora is president of the Oregon School Foundation and past chairperson of her church parish's finance committee. She has volunteered as a team captain with the ALS Association (Lou Gehrig's disease) and with RAISE (Reaching and Inspiring Students for Education), a program which partners Rockford-area students with a mentor in the business community who serves as a role model and helps the students focus on academic paths toward college studies. Lora is a past member of Savant’s Toastmaster’s Club as a Competent Communicator. In 2010 she was named one of the “Forty Leaders Under 40” by the Rockford Area Chamber of Commerce in recognition of her leadership skills and engagement and participation within the community.
Lora and her husband Kevin live in Oregon, IL. She enjoys travel, wine tastings, family time, and the Chicago Cubs.
Lora joined Team Savant in October 2003.