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 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®

Financial Advisor
Branch Manager

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 that is 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® and Morningstar®, and partnering with industry certified financial analysts (CFAs), I am able to give you a snapshot 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.

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®Registered Financial Consultant®
Email: lori@LCFinancialService.com


 

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



 

 

Katelin Kalik, RFC®, CDFA®

Financial Advisor

Hello! I'm Katelin.

I’m a wife of a first responder and mother to three talented children, but I have also been a software engineer, a competitive speaker, a quilter, and an abstract painter. I adore spending time in my kitchen teaching my kids how to be adventurous with food and life.

I grew up in a small town in northern Michigan where my mom raised me to have good family values and ingrained the concept of selfless service and loyalty. I spent my summers volunteering at the VA Hospital listening to stories as far back as WWII and shouting BINGO for men that no longer could. When I hear of someone in a tough situation, my instinct is to help them.

As a Financial Advisor, I have that opportunity. I work with people who are sometimes going through the hardest transitions of their lives. I strategize with clients and light the way to their goals by using our financial planning tools and expertise. I also encourage them to ENJOY the journey of getting to their destination and inspire them to think about what they want to do when they get there.

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 University of Advancing Technology

To Learn More About Divorce Financial Services Check Out: http://unhitchdivorcepros.com/
Email: Katelin@LCFinancialService.com


 

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




 

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 scheduling 24 hours a day.

Lori Crilley, RFC®, CRC®


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Katelin Kalik

Katelin Kalik, RFC®, CDFA®


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