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Lorrie Voight

Lorrie Voight

Client Service Liaison

Lorrie Voight is our Client Services Liaison and greeter at our Davis office.

Lorrie grew up in Northern California and is currently working towards her A.A in Social Sciences at American River College. Customer Service has been a passion ever since her first job at 15 helping at her mother’s office. In 1997 she settled in Sacramento where she worked at Progressive Insurance Corporation. Her financial services knowledge expanded when she started at Franklin Templeton Investments in 2004. During her 14 years at Franklin Templeton, she gained expertise as a processor and customer service representative working on such items as wealth transfers and retirement accounts.

We are so happy to have her join us and share her vast knowledge and expertise.