Lori Kazich
Lori Kazich

Senior Vice President – Wealth Management Officer

Lori provides a holistic approach to managing your wealth. Your needs, goals, hopes, dreams and concerns are at the center of the financial planning process  – covering education, retirement, business succession and wealth transfer. She specializes in analyzing your financial situation and providing objective and practical solutions. Lori navigates the inherent complexities involved with the impact of life events, such as births, school, marriage, divorce, death and disability. She also coordinates with your other trusted advisors such as attorneys and accountants.

Lori has over 30 years of wealth management experience advising individuals, families and businesses at First Midwest, Northern Trust and MB Financial. Her focus has been on trust and fiduciary services, investment management and estate and financial planning. She emphasizes and delivers family and employee education.

Lori has a bachelor’s degree in accounting and a master’s degree in finance from the University of Chicago and is a Certified Public Accountant (CPA). She is a member of The Orland Park Rotary Club and Chamber of Commerce. Additionally, she is on the Board of Directors for Lemont High School Education Foundation (LHSEF).

Call 312.440.3006 to get connected with Lori today.

Send an Email to Lori

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  • Sunday: 9am – 2pm

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