Kevin Lors
Wealth Advisor @Choreo
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WORK HISTORY
Wealth Advisor @Choreo
EDUCATION
Northwestern College
Bachelor of Arts (BA)
Florida Atlantic University
Masters of Taxation
ABOUT KEVIN LORS
I work with high net worth individuals and middle market business owners to make smart financial decisions.I work with clients to understand their current financial situation and goals to develop a deep, lasting relationship with the client. I can then advise them in areas of income tax planning, investments, retirement and estate planning. Each client relationship is unique as is each plan to help them accomplish their goals.I have a unique blend of work experience which combines the following- A wide breadth of experience working with many different types of clients at a local CPA firm in Lincoln, NE - A deep depth of knowledge working with middle market businesses at RSM in Des Moines, IA - Investment management and financial planning working with high net worth individuals at ChoreoI have been married since and have a daughter and twin sons. Outside of work, I keep busy with my family, playing tennis and volunteering at Valley Church.
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