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Patricia Loris, MBA, CFP®, BFA™

Patricia Loris, MBA, CFP®, BFA™

Wealth Advisor

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 for two years before transferring to Northern Illinois University where she received her BS in Business Management and her MBA.

Patty’s focus is to prepare clients for the uncertainty of their financial future so whenever they need money and for whatever reason, there will be a planned, smart place to get it. No one can predict the future; life span, health, the markets or how the economy will perform, but Patty's goal is to prepare clients for the uncertainty of their financial future.

Patty resides in Waterford, WI with her husband Bill and are involved in Habitat for Humanity in Milwaukee, as well as Love, Inc in Burlington, WI. During her free time, Patty loves spending time with her family; four grown children and spouses, and especially her three grandchildren.