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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Lora White is a Fiduciary Officer with The Trust Company of Oxford. She has been an Oxford Financial Group, Ltd., associate in various roles for almost 30 years, enabling her to truly understand how each team is important to provide excellent client service and help clients achieve their goals.
Prior to her current role, Lora was a technical advisor for Oxford’s Family Office Services. In this capacity, she acted as a liaison to her clients to ensure the seamless coordination of Oxford’s many unique services. Lora also created client deliverables as a client service specialist and as part of our quarterly investment monitoring report team. Prior to that she served as an executive assistant to the CEO, helping clients achieve their dreams.
Excellent client service on all levels has been the most important Oxford differentiator. At The Trust Company of Oxford, we focus on asset protection and growth to help achieve our clients’ goals.
Lora’s role is to draw upon her deep knowledge of Oxford’s trust clients to help them achieve their financial goals within the framework of their trust document. She achieves this by working closely with the Oxford Managing Directors, along with outside attorneys and accountants.
Lora completed her formal education at Rochester High School in Rochester, Indiana. She has completed all three courses in the Cannon Personal Trust Curriculum at the Cannon Financial Institute. In addition to being an active member in her local church, Lora volunteers for Dress for Success and is the financial liaison for Find Your ‘A’ Game, an organization that helps young girls find themselves through Christianity.