OUR TEAM

Our Team of trusted registered representatives, Investment Advisor Representatives and myself, as a Certified Retirement Counselor®, have been working with individuals and business professionals for several years.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you determine your financial goals and participate in the management of your finances. We can meet with you at our office, your home, or a location near you for your convenience.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of investing options and services. The personalized program that we can provide through MorningStar®, eMoney® and/ or MoneyGuidePro® financial analysis tools, provide a way for you to be more confident in your financial future.

We're looking forward to using our experience to help you pursue your financial goals. Please contact us with any questions you may have. We look forward to working with you.

No Hassle Appointment Scheduling

For your convenience we offer appointment scheduling 24 hours a day.

REQUEST APPOINTMENT

Lori Crilley RFC®, CRC®
Registered Representative
Investment Advisor Representative
LC Financial LLC, Branch Manager

Hello! I'm Lori.

Having worked in the insurance & financial industry for almost 10 years and as a licensed realtor for more than 14 years, I use that experience to find the investment options that are unique to your situation.

As a licensed fiduciary, which means I have a legal duty to do what is best for you. With the RFC® high ethical standards, I'm fully licensed to work with stocks, bonds, mutual funds, ETFs, etc. This gives me a wide range of options so I can create a plan that is right for you!

As a Certified Retirement Counselor®, I take seriously my responsibility to help my clients navigate today's complex retirement plans and options. Helping them to identify the appropriate retirement saving and income strategies to meet their goals.

Through the use of our financial review called the MoneyGuide Pro or Money Edge, I am able to give our clients a snapshot of where they stand financially and if they are on track to reach their goals, address their concerns, and help them develop a plan to make any changes necessary to make a difference in their life.

Lori Crilley RFC®, CRC®

Securities Licensed since 02/2011

Life & Health Licensed since 05/2009

Real Estate Licensed since 03/2005

Attended University of Pittsburgh & University of Houston

Current Securities Licenses: Series SIE, 6, 7, 63, 26, 65

Certified: Certified Retirement Counselor®

Lori Crilley's FINRA Broker Check : SEC Record : Advisory Brochure : Cambridge ADV

Lori Crilley is registered to offer securities in the following states: Alaska, Arizona, California, Georgia, Idaho, Indiana, Iowa, Nevada, Ohio, Oregon, South Carolina, Texas, Utah, Virginia, Washington, and Wyoming

Email: lori@LCFinancialService.com

SCHEDULE A TIME WITH LORI

Katelin Kalik, RFC®, CDFA®
Registered Representative
Investment Advisor Representative

Katelin Kalik

Hello! I'm Katelin.

A math nerd with a passion for helping others. As a Financial Advisor, I'm able to help you using my unique analytical skills to achieve your goals and dreams.

I'm proud to be a licensed fiduciary, which means I have a legal duty to do what is best for you. I have been awarded Ethics Approved Status by the International Association of Registered Financial Consultants.

I'm fully licensed to work with stocks, bonds, mutual funds, ETFs, etc. giving you a wide range of options so I can create a plan that is right for you!

Which Brings Me To You

I believe good work done is the measurement of success. This philosophy drives me to help as many people as I can, transforming your journey to retirement.

Through our holistic financial planning services, life protection analysis, comprehensive cash flow planning, debt elimination planning and everything else we offer – we're in this to make a difference in your life!

Most importantly, we're dedicated to giving you the step-by-step guidance needed to successfully navigate your way to retirement with confidence. I want to help you achieve your goals and dreams.

Whether you're starting to invest, looking for guidance with your retirement plan, or already in retirement, I'm here to help.

Katelin Kalik, RFC®, CDFA®

Securities Licensed since 2018

Life & Health Licensed since 2016

Graduated Summa cum Laude from University of Advancing Technology

Current Securities Licenses: Series SIE, 7, 66

Additional Designations: Registered Financial Consultant®, Certified Divorce Financial Analyst®

To Learn More About Divorce Financial Services Check Out: http://unhitchdivorcepros.com/

Katelin Kalik's FINRA BROKER CHECK : SEC Record : Advisory Brochure : Cambridge ADV

Katelin Kalik is registered to offer securities in the following states: Arizona, New York

Email: Katelin@LCFinancialService.com

SCHEDULE A TIME WITH KATELIN