MPC Advisers

PLAN. INVEST. ENJOY LIFE

Lori L. Baneck

Lori L. Baneck

Lori L. Baneck

Email: lbaneck@mpcadvisers.com

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 and Professional Credentials

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

Community Involvement

  • Lori is currently serving on the Board of Directors for JDRF and has been serving since 2015
  • Lori has been a JDRF One Walk Volunteer for more than 20 years

Fun Facts

  • Bucket List Vacation

    Alaskan Cruise

  • Favorite Food

    Lobster Roll

  • Best Sports Team

    Brewers & Packers

  • Something You Can't Live Without

    Sunshine!

  • Favorite Part of Your Day

    Quiet evenings in my backyard.

The Matrise/Baneck Team
Our team provides a comprehensive array of investment services along with the confidence that comes from tried-and-true methods. Our core focus includes a wholistic planning approach to better understand our clients’ goals and dreams. Financial planning is the foundation of our relationships and the basis for all recommendations and decisions. Our unique approach includes a multigenerational adviser team which ensures continuity for the entirety of our client relationships. Investing with us is an investment in you and your families’ future.