Lori L. Baneck

Lori’s team combines the efforts of well-trained staff and experienced advisers to provide the service and the continuity that her clients deserve. She believes that listening is essential and works diligently to understand each individual client. Lori enjoys helping her clients grow and prosper, whether currently in the workforce or in retirement, and takes great pride in helping them achieve their goals.

Lori grew up in Rudolph, a small town in Central Wisconsin, and relocated to the Greater Milwaukee area after graduating from college. Life in Southeastern Wisconsin affords her the small-town feel she cherishes while incorporating the urban amenities she enjoys today. She is a Wisconsin sports fanatic, attending as many Brewers and Badgers games as her busy schedule allows.

Education & professional credentials

• B.B.A., Finance, University of Wisconsin - Whitewater