Lori Kazich brings more than 30 years of experience in the financial services industry. In her role as a wealth advisor for 1834, a division of Old National Bank, she acts as the quarterback for all her clients’ financial needs. She advises them on wealth planning – including retirement, fiduciary and estate planning, transferring wealth to family or charities – and investment policy statement development.
Lori focuses her practice on high-net-worth individuals, especially healthcare providers such as doctors, dentists, surgeons and veterinarians. She also works with businesses, foundations, endowments and public funds.
Some of Lori’s career highlights include:
- Being chosen by the COO to successfully execute the acquisition of another financial organization’s trust department.
- Working closely alongside a client as he grew his business and then sold it for over $100 million.
- Getting to know the next-generation family members of her clients so that she can help them continue the legacy.
Lori has a bachelor’s degree in accounting and a master’s degree in finance from the University of Chicago and is a Certified Public Account (CPA). She sits on several non-profit boards particularly to assist with their financial needs.