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 and Professional Credentials
- B.B.A., Finance, University of Wisconsin - Whitewater
- 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
Bucket List Vacation
Best Sports Team
Brewers & Packers
Something You Can't Live Without
Favorite Part of Your Day
Quiet evenings in my backyard.