Lori Latvala Portrait

Lori Latvala, CFP, CHS, FLMI, ACS, AIAA

Employee Benefits Specialist & Operations Manager

AKA Chief “Magic” Officer

I’m your 1-800 all things benefit- related source. I take care of all those frustrating details that crop up that are related to your benefits. Because I’ve been in the business for 30 plus years, I know how to navigate “the system” so you don’t have to. I love that we are able to provide this very valuable service to our clients.

Talk To Me About

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Employee Benefits

My Unique Abilities

Establishing realistic objectives

Defining strategies and assessing priorities

Evaluating opportunities

In My Free Time

You'll Find Me...

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Up at the cottage enjoying the sunset

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Listening to country music or better yet, taking in a concert in Nashville

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Window shopping and making a purchase or two