Our Team

WilLo Financial Group is a full-service financial firm dedicated to helping clients meet their financial goals. We focus on helping clients preserve their savings—so they can use it as a source of steady income in retirement. As a financial advisory firm, our financial advisors carry a fiduciary responsibility to always act in the best interests of our clients.

Founder, CEO

William Rolin

William Rolin is the Founder and CEO of WilLo Financial Group, LLC an asset and wealth management organization with offices in Norman and Purcell, Oklahoma. For over two decades, William, along with his wife and business partner, Lora, have continually helped their clients better preserve their retirement savings and increase their retirement income.

As an independent retirement income specialist, William serves clients in Oklahoma, Texas, Florida, Kansas, and Arkansas. He specializes in helping individuals and business owners with retirement income strategies and has helped hundreds of clients implement income-generating strategies that can help protect their savings from the threat of inflation, rising health care costs, market fluctuations, and longevity risk.

William also works closely with estate planning attorneys to establish effective wealth management and estate planning solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.

He is a multiyear member of the Million Dollar Round Table, a financial services industry organization that recognizes members who demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.

With his extensive experience, William can provide you with a customized financial strategy that can help you:

  • Generate steady income in retirement
  • Preserve your retirement assets
  • Minimize your exposure to market risk
  • Minimize taxes
Owner, Investment Advisor Representative

Lora Rolin

Lora Rolin is owner and partner of WilLo Financial Group. Lora is an independent financial professional with more than 20 years of experience. She holds an Oklahoma insurance license and is also a Series 65-licensed Investment Advisor Representative with Sound Income Strategies, LLC.

She has masterfully demonstrated exceptional professional knowledge and strict ethical conduct as well as provided outstanding personal service to her clients.

Lora, along with her husband and business partner, William, are passionate about helping you build a successful strategy that can help you enjoy the financial freedom you deserve in retirement.

With her extensive experience, Lora can provide you with a customized financial strategy that can help you:

  • Generate steady income in retirement
  • Preserve your retirement assets
  • Minimize your exposure to market risk
  • Minimize taxes

Joshua Driskill

Joshua Driskill is an independent insurance agent with more than five years of experience. He holds an insurance license in Oklahoma and Texas and is also FINRA Series 65-licensed.He also has a Bachelor of Science Degree in Animal Science from Oklahoma State University.

Joshua is passionate about helping you build a successful strategy that can help you enjoy the financial freedom you deserve in retirement.

With his extensive experience, Joshua can provide you with a customized financial strategy that can help you:

  • Generate steady income in retirement.
  • Preserve your retirement assets.
  • Minimize your exposure to market risk.
  • Minimize taxes.

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