Vice President/Financial Advisor
As a Financial Advisor with Baird, Lorri’s mission is to provide clients with disciplined wealth management strategies. Through a structured financial planning process, Lorri helps families plan for their future.
Lorri joined Baird in March of 2012. She earned her CERTIFIED FINANCIAL PLANNER certification in 2007, holds her FINRA securities
7 and 66 licenses as well as her insurance licenses for many states. Lorri graduated Magna Cum Laude from the University of Wisconsin – Green Bay with a B.S. in Accounting.
Committed to the Community
Lorri is actively involved in many community organizations. She previously served as President of Scholarships, Inc.and as President of the Board of Directors of the Golden House. Lorri has also been deeply involved with the Bay Area Humane Society and Animal Shelter serving on the Board of Directors for six years, with three terms as President.
Lorri is a member of the WICPA and the Estate Planning Council of Northeast Wisconsin. Lorri is also a Budget Counselor for Green Bay Community Church where she has helped congregation members get their financial matters on track since 2012. Lorri was selected as one of You Magazine’s“Women You Should Know” in 2010.
Lorri is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 95 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.