Patricia Loris, MBA, CFP®, BFA™
Patty has in-depth experience as an investment advisor representative and business owner. Patty began her financial services career as a Para-Planner for American Express in 2001. She became an independent financial advisor through Securian Financial and later LPL Financial. Prior to becoming a financial advisor, Patty spent 20 years in the consumer goods industry holding executive marketing positions with Kraft Foods and Jewel Food Stores and was the founding principal of Lorec and Associates, a marketing and sales consulting firm servicing Fortune 50 consumer goods companies. She attended St. Mary’s College Notre Dame, IN and received her BS in Business Management (1980) and her MBA (1992) from Northern Illinois University.
Patty’s focus is to prepare our clients for the uncertainty of their financial future so whenever you need money and for whatever reason, there will be a planned smart place to get it. No one can predict the future; your life span, your health, the markets or how the economy will perform. We can’t predict the future, but we can prepare you for the uncertainty of your financial future.
Patty is involved in the Women’s Leadership Council (WLC) of United Way Lake County and is a Steering Committee Member of WLC. WLC uses the power of our time, talent and resources to focus on children’s early literacy programs for children to learn to read by third grade so they can read to learn. Patty is married and the mother of four grown children.