Lori's Qualifications

 

 Lori 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 work toward 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 and a Leader of leaders, Lori brings 30 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
 
The Institutes, Malvern, Pennsylvania
      Program in Chartered Property Casualty Underwriter
      Associate of Reinsurance and Associate of General Insurance
 
College of Financial Planning, Denver, Colorado
    CERTIFIED FINANCIAL PLANNERTM 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) 
  • Past Colorado FPA (COFPA) President, Past Chairman, Former Treasurer, Former State Board, Former Partnership Chairperson, Former Education Committee
  • Financial Planning Association Former Advisory Council Colorado Chapter Representative
  • Active Member of Financial Planning Association (FPA), COFPA,  and GFWC
  • Former Chairperson/Past President of FPA IL West Suburban Council & FPA IL State Board
  • Former Founding President of BNI Achievers and past active member
  • Former Board of Directors Wheaton Chamber of Commerce and Ambassadors President, Government Relations Committee Chair
  • Former active member of CPCU Socieity of Denver, NAIFA, and League of Voters

OTHER INFORMATION:

The mother of young professionals, Lori 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 the 2024-2016 and 2014 Chicagoland Five Star Wealth Manager Award**, the 2015 "Best of Wheaton Small Business Financial Services Award*", the 2014 Exceptional Engagement Award, an outstanding leadership award from the Wheaton Chamber of Commerce, was a finalist for the Wheaton Citizen of the Year in 2013 and was the founding recipient of the Women in Business "Pillar of the Community" Award.  Lori is an avid road cyclist, serves as a non-partisan debate moderator, enjoys skiing, hiking, genealogy, cake decorating, reading, and sharing time with her family and friends. Lori is an overall Past Gold and Silver Medal Age Groups Winner for the Chicagoland Indoor Triatholon Series to benefit MS, and a Past multi-year overall Gold Medalist for her category for America Bicycle Racing in the Midwest Area Time Trial Series. She served multiple times as a Charity Cycling Team Coach to bring awareness for Diabetes, Cancer and MS, and was a founding Colorado multi-year rider for the Greater Cycle Challenge to raise awareness and funding for Pediatric Cancer.  Her lifelong passion is to make positive differences in her relationships and community, while helping clients work towards financial freedom.  Call Lori today at (630) 690-0000  to see how she can be a value-added resource for you, your business, or loved ones.

*Award based on Client and Community Votes

**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024-2016 or 2014 Five Star Wealth Managers.