Our Team

Sandra K. King, CRC
Certified Retirement Counselor
Email: sandra.k.king@lpl.com

Sandra is a Certified Retirement Counselor®, and she has served in the financial industry for over twenty years, preceded by sixteen years in retail banking and management.  Her priority is to widely research and thoroughly understand investment and insurance vehicles in order to educate and best serve her clients.  Sandra's goal is to provide her clients with a personal approach that will help them make informed decisions regarding their financial needs.  Her commitment is to help her clients plan for a more secure future while living in the present. 

In addition to the CRC designation, Sandra holds the Series 6,7,63, and 66 FINRA securities registrations through LPL Financial, along with the Life, Health & Disability licenses.

Lori Braun
Client Services Assistant
Email: lori.braun@lpl.com

Lori joined our team in 2017 as a virtual assistant.  Based in Bismarck, ND, her primary responsibility is coordinating the marketing efforts for the office.  At various times throughout the year, she will also be contacting you to schedule account reviews.

Lori has over 20 years of marketing experience and spent 12 years at the home office of Investment Centers of America, Inc. (ICA) in Bismarck.  She and her husband enjoy traveling and spending time with their friends and family, especially those grandchildren!