Jolene Lorg's success is driven by her genuine desire to help others. Her early career as an administrative assistant ignited her passion for assisting people, and her diverse roles within a financial advisory practice allowed her to combine that passion with proficiency in managing clients through complex financial transactions.
As a Client Service Associate with nearly two decades of experience in the financial services industry, Jolene collaborates closely with advisors and clients to help ensure a smooth onboarding experience and the accurate and timely handling of paperwork and funds movement. Her attentive listening skills and proactive curiosity help ensure that she fully understands the goals of those she serves.
"I strive to treat others the way I want to be treated, which means I greet everyone with a warm smile, and when someone calls or visits my office, they have my full attention. I am not in this role solely for myself; I am here to help others succeed, which is rewarding for both of us."
Jolene is securities licensed and earned her business administration degree with a major in finance from Wichita State University. Outside of the office, she enjoys cooking, baking, reading, cross-stitching, crocheting, and spending time with family and friends. She is a proud mom to Gabriele, Steven, Annalise, and Abigail and has a dog named Koda.