Why We Became Financial Advisors

Why We Became Financial Advisors

Would you hand over your house keys to a stranger? That’s often what it feels like to work with a financial advisor. Not only do you need to find someone you can trust with your finances, arguably one of the most important parts of your life, but it also means taking the first steps in a relationship that will hopefully span decades. That’s not something you want to jump into blindly. 

We understand how big a decision this is, and since you can only learn so much about someone from reading a website bio, we wanted to share a bit of our stories with you, to introduce ourselves and give you a glimpse into our passion for caring for our clients above and beyond the norm. 

Meet Greg

How does an electrical engineer end up as a financial advisor? Both my first career and my almost three-decade career as a financial advisor were the result of the influence and investment of my father (a math professor) and my uncle (an engineering professor). They both sparked a love of numbers in me from a young age, and I decided to use that love to pursue a bachelor’s degree in electrical engineering from the University of Virginia. In my final semester, I took a finance class, and the concept of applying math to money opened up a whole new world for me. 

After spending a handful of years as an engineer, I decided to make a change, earning my MBA in finance from William & Mary and founded Lohr & Company, which is now a multi-generational financial advisory firm that prioritizes relationships and strives to steward our clients’ money well. 

I get the ultimate privilege to not only serve my clients and help them build a secure future, but also work with my son, Ethan, and use my skills to bring glory to God. There’s just nothing like building close friendships with those I work with and seeing the relief on their faces when they realize they aren’t alone on this journey. We don’t just manage our clients’ money—we advocate for the care and well-being of all the families we serve. That’s the godly legacy I want to leave—but not anytime soon! While we have structured our firm so Ethan can continue its valuable work for the long term, I want to serve my clients until my last breath!

Meet Ethan

I’m the second part of our multi-generational team. And my decision to become a financial advisor is all thanks to my dad. Growing up and watching him go to work every day with excitement and passion was enough to inspire me to follow suit. Case in point, I remember playing financial advisor with my sisters as a child, mimicking every detail, from putting on my best jacket to sitting my sisters down on our couch and bringing out my calculator to draft a pretend financial plan for them.

When it came time for me to choose a career, it was a no-brainer. I graduated from James Madison University and earned the CERTIFIED FINANCIAL PLANNER™ designation and joined my father at Lohr & Company. While I still use the calculator to help create retirement plans, the most important tool is a listening ear. I walk clients through their questions and concerns about their future and help them find confidence through comprehensive strategies and plans that are tailored to their lives.

My clients have been such a blessing in my life and I love learning from them and helping them move forward. It was always my dream to work with my dad, and now we get to partner together to touch the lives of as many people as God allows and help them find financial peace of mind. 

Do You Want a Financial Relationship Like You’ve Never Experienced Before?

Don’t just take our word for it—experience the difference a relationship-based financial advisor can make in your life. Take the first step toward your dream future by scheduling a complimentary introductory meeting online or reach out to us at 434-260-6742. We can’t wait to hear from you!

About Greg 

Greg Lohr founded Lohr & Company, a multi-generational financial advisory firm, in 1993 to help more people plan for a rewarding, well-deserved retirement. Before he entered the financial services industry, he worked as an electrical engineer. But after spending a few years as an engineer, he decided to follow his heart and return to school for an MBA in finance from the College of William & Mary. Although he originally entered the finance industry because he was excited about the personal opportunities, it was the satisfaction of seeing people at peace with their money that has kept him here for his entire career. He is passionate about building lifelong relationships with his clients and walking with them as they navigate financial decisions and milestones. 

When he isn’t working, Greg enjoys spending time with his beautiful wife and their adult children. In addition to managing their family farms, Greg and his wife also manage a growing Airbnb venue. In the cold weather months, you can find Greg hunting whitetail deer in the breathtaking Virginia landscapes. To learn more about Greg, connect with him on LinkedIn.

About Ethan

Ethan Lohr always knew his dream was to follow in his father’s footsteps and carry out his same mission: to help more people find financial peace and security in retirement. Ethan started practicing for his future career quite early, at the age of 6, advising his sisters on their savings with the help of his trusty calculator. But it wasn’t until he graduated from James Madison University that he truly began developing his talent as a financial advisor at Lohr & Company. Ethan is a CERTIFIED FINANCIAL PLANNER™ professional.

Ethan is most fulfilled when he’s helping clients develop a sound plan and then executing that plan. He knows that pre-retirees often have many unanswered questions and may be feeling trepidation about retirement—and rightfully so. Retirement is one of life’s greatest transitions and Ethan knows how important it is to get everything right the first time. He works to ease his clients’ fears, provide them with confidence, and help them take the necessary actions to move forward. 

When he isn’t serving clients, Ethan enjoys spending time with his wife and two sons. You can also find him practicing his swing on the golf course, exercising, and hunting with his dad. To learn more about Ethan, connect with him on LinkedIn.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through Lohr & Company, LLC or CES Insurance Agency.

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