Lori Ussery

BIO

Lori Ussery is a manager client executive for large and mega markets at Transamerica. Having served the company for more than a decade, she has over 25 cumulative years of experience in retirement plans, employee benefits and human resource/payroll solutions, serving outsourcing and consulting clients. She holds a Bachelor of Science in business administration (finance) from Villanova University and maintains series 6 and 63 registrations, a Certified Financial Planner® certification, and Life, Health and Annuity licenses.

NOMINATOR COMMENTS

A law firm said: “The SECURE [Setting Every Community Up for Retirement Enhancement] Act 2.0 has had many nuances that have required intervention and education by our client executive and the Transamerica team, as well as with our company’s administrative committee and staff. Routinely, our client executive will walk us through various aspects of SECURE 2.0 and the various pieces and say, ‘We added this to the plan, but isn’t it time to talk about this?’ I feel complete with Lori on my team. While I can know so many things about plan management, she fills in the gaps. She’s Robin to my Batman. We are a team.”