Lora joined Wealth Partners Alliance in 2024, bringing over 25 years of industry experience in financial planning and wealth management. Her specialized focus lies in providing comprehensive financial planning solutions tailored to the unique needs of wealthy families and business owners. Lora seamlessly integrates wealth accumulation, tax efficiency, asset preservation, and wealth strategies into each client’s financial roadmap. She also assists clients in limiting their liability across various business entities, through careful and customized asset protection strategies.

Prior to joining WPA, Lora successfully operated her own wealth management firm for the last 25 years. She first entered the financial world in 1996 to become a trust account specialist. She worked for two North American banking giants, managing the investment allocation and administration of retirement plans and trusts established by multimillion-dollar corporations and wealthy families.

Lora earned her Bachelor’s degree from the University of Texas at Dallas in Interdisciplinary Studies focused on Economics and Business. Additionally, she completed the CFP Program at the University of North Texas.

Lora has been recognized numerous times as one of North Texas’ Five Star Wealth Managers by Texas Monthly Magazine in addition to the Wall Street Journal. She is an active member of the Financial Planning Association and is also on the DFW FPA Pro-Bono Committee.

In her free time, Lora is an avid reader and finds joy in exploring cultural and historical sites around the globe. She is always happy to talk about where she should go for her next trip!

Lora’s favorite thing to enjoy in Dallas:

·       Spending time with her husband and three grown sons, in and around their home in Plano, Texas.