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Lori Kazich

Wealth Advisor, SVP
Greater Chicago
Contact Lori
(708) 930-4532

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.