OUR TEAM

Our Team has several years of experience and diversified certifications. We are dedicated to developing lasting relationships with all our clients. We believe in goals based investment philosophy in line with our client's risk tolerance. We provide clear, understandable explanations of investing options and services, utilizing YCharts®, MorningStar®, eMoney®, and MoneyGuideElite® financial analysis tools. These tools allow us to provide a way for you to be more confident in your financial future.

Life Changing Financial follows a Fiduciary Standard because we take your trust seriously, and we always put your best interest first.


 

Lori Crilley RFC®, CRC®, CPFA®

Financial Advisor
Branch Manager

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Hello! I'm Lori.

Having worked in the financial industry for more than 10 years and as a licensed realtor for more than 15 years, I bring experience that can develop an investment plan unique to your situation.

Working as an Ethics Approved Fiduciary, RFC®, I always strive to do what is best for you. Being fully licensed to work with stocks, bonds, mutual funds, ETFs, alternatives, and more, gives me a wide range of options to create a plan that is right for you!

As a Certified Retirement Counselor®, CRC®, I am here as the keeper of the lighthouse showing you the way to navigate today's complex retirement plans and options and identify the appropriate retirement saving and income strategies to meet your goals.

Through our financial planning services, utilizing research and review technology such as Emoney®, MoneyGuide®, YCharts®, and Morningstar®, and partnering with industry-certified financial analysts (CFAs), I can give you a snapshot of your current financial situation. Then I can show you if you are on track with your goals, address your concerns, and develop a plan that makes a difference in your life.

For our business owners, I am here as a CPFA® to assist with your Employer Retirement Plans. With training for participants and fiduciaries and assistance with the implementation and coordination of services, I am here to help you provide the best plan for you and your employees.

Lori Crilley RFC®, CRC®, CPFA®
Securities Licensed since 02/2011
Life & Health Licensed since 05/2009
Real Estate Licensed since 03/2005
Attended the University of Pittsburgh & University of Houston

Current Securities Licenses: Series SIE, 6, 7, 63, 26, 65
Certified: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®Registered Financial Consultant®
Email: lori@LCFinancialService.com


 

Lori Crilley is registered to offer securities in the following states: Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana, Illinois, Iowa, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wyoming



 

 

Katelin Kalik, RFC®, CDFA®

Financial Advisor

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Hello! I'm Katelin.

I'm a Christian, financial advisor, wife to a first responder, mother to three wonderful children, and striving to be a Proverbs 31:10-31 Godly Woman. As a virtual financial advisor, I am blessed to work with families, in the Christian faith, across the country. I take a biblical values-based approach to financial planning and investing. This approach lights the way by teaching biblical financial principles that transcend situations.

I have been called by my faith to use my expertise and education to guide families in their faith journey and inspire them to think about what they want to do with the blessings God has entrusted them. God's word has more to say about money than any other topic. All money decisions and behavior are a function of spiritual belief, growth, and commitment.

Katelin Kalik, RFC®, CDFA®
Current Securities Licenses: Series SIE, 7, 66
Additional Designations: Registered Financial Consultant®, Certified Divorce Financial Analyst®
Securities Licensed since 2018
Life & Health Licensed since 2016
Graduated Summa cum Laude from the University of Advancing Technology

Email: Katelin@LCFinancialService.com


 

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




 

 

Krystie Burgess CPFA®

Financial Advisor

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Hello! I'm Krystie.

Having been an active independent investor since college and now working as a financial advisor, I look forward to developing an investment plan that is unique to your situation. I come from a business background, earning a degree in small business management, working as a buyer for many years and then teaching business with a career and technical teaching certificate. I have the heart of a teacher, and a strong desire to work with small businesses, fulfilling employee and employer retirement needs, as well as aiding individual families with financial planning and retirement needs.

I have earned my CPFA® credential gaining a strong understanding of how to effectively evaluate, design, implement and manage an employer-sponsored retirement plan.

Working as an independent financial advisor through Cambridge Investment Research Advisors, allows me with Life Changing Financial Service to offer services including financial planning services, portfolio management for individuals as well as small businesses, pension consulting services, access to many other advisors, market timing services, tax planning and educational services. Through Cambridge Investment Research, one of the largest financial advisory firms in the United States, I have additional resources available.

Through our financial planning services, utilizing research and review technology such as Emoney®, MoneyGuide® and Morningstar®, and partnering with industry-certified financial analysts (CFAs), I am able to give you a snapshot of your current financial situation. I can then show you if you are staying on track with your goals, address your concerns, and develop a financial plan that we build together, designed to allow for market ups and downs while tracking your goals and your plans.

Krystie Burgess CPFA®
Securities Licensed since 2022
Life & Health Licensed since 2016
Graduated - CSUSB, Double Major - Small Business Mgmt & Marketing
Attended Oregon State University, studied Tourism Mgmt

Current Securities Licenses: Series SIE, 7, 66
Certified: Certified Plan Fiduciary Advisor®
Email: krystie@LCFinancialService.com


 

Krystie Burgess is registered to offer securities in the following states: Arizona, California, and Washington



 

To Best Serve Our Clients, We Are Limiting
The Number of New Clients Each Month

Get Started TODAY To Ensure Availability!

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

Lori Crilley
RFC®, CRC®, CPFA®


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Katelin Kalik

Katelin Kalik
RFC®, CDFA®


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Krystie Burgess

Krystie Burgess
CPFA®


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