CERTIFIED FINANCIAL PLANNER™ Professional
Tori has been in the financial services industry for over 30 years, providing a high level of account service, investment knowledge, and portfolio analysis to our clients. Tori majored in finance at Indiana University and began her career managing a regional bank investment program before joining our team in 2001.
Her role now includes preparing for client meetings and implementing financial plans. She provides a thorough analysis of the various investment alternatives and is always happy to answer client questions. Though her technical expertise is extensive, she believes the most important and rewarding part of her job is developing relationships with clients and helping them meet financial goals.
Tori lives in St. Charles with her husband, Brian, and has two sons who have continued their parents' Indiana University tradition. She enjoys being outdoors, working in her yard and every morning before work, she joins a group of friends and enthusiastically puts a few more miles on her walking shoes.