Lori's Qualifications

 

 Lori J. Miller, CFP ® LPL Financial Advisor

 

Here, it's all about you!  Our full-service, independent financial center provides a professional team that has the power to help you achieve your life goals.  With abundant energy and passion for each client relationship, Lori makes time to help her clients understand key investment and insurance principals to make informed choices.  Committed to being a life-long learner, Lori brings over 24 years of diversified financial, insurance and technology experience to help individuals and businesses succeed.

EDUCATION:

North Central College, Naperville, Illinois
     Master of Science in Management Information Systems
 
San Diego State University, San Diego, California
     Bachelor of Science in Finance
 
Insurance Institute of America, Malvern, Pennsylvania
     Program in Chartered Property Casualty Underwriter (CPCU)
     Associate of Reinsurance and Associate of General Insurance
 
College of Financial Planning, Denver, Colorado
    CERTIFIED FINANCIAL PLANNERR Professional
    
 PROFESSIONAL CREDENTIALS:
  • Series 24, 7, 65, 63, and 6 registrations held with LPL Financial
  • Life, Health, Property Casualty and Long-Term Care Insurance License (Individual, Group, and Business Coverages) 
  • Active Member of NAIFA, FPA, FSI, GFWC, BNI Achievers, LWV, 100 Women Who Care, and the Wheaton Chamber of Commerce Board Of Directors

OTHER INFORMATION:

Married over 26 years and the mother of two teenaged sons, Lori also is an accomplished leader and speaker in her community, sharing talents with many professional associations, community service organizations, and her church.  Most recently Lori received an outstanding leadership award from the Wheaton Chamber of Commerce, was a finalist for the Wheaton Citizen of the Year and was the founding recipient of the Women in Business "Pillar of the Community" Award.  Lori is an avid road cyclist, enjoys skiing, cake decorating, reading, and sharing time with her family and friends. Lori is an overall Gold Medal Age Group Winner for the Chicagoland Indoor Triatholon Series for 2010 to benefit MS, and the overall Gold Medalist for her category for America Bicycle Racing in the Midwest Area Time Trial Series for 2010. Her lifelong passion is to make positive differences in her relationships and community.  Call Lori today at (630) 690-0000  to see how she can be a value-added resource for you, your business, or loved ones.