Lori Barry, CRPC™, ChFC®

Lori Barry, CRPC, ChFC®

Financial Consultant

I grew up in a household where my parents prioritized protecting the family, saving for needs and wants, as well as planning for retirement. In 2010, I decided to take the leap to educate and work with others on their financial goals.

What to expect when working with me-

Like many of life's pursuits, you may stumble and fall on your way to financial success. You will want someone who knows what is important to you. We evaluate your financial life to see how it all fits, and how to protect you and your family from the unknowns. We will work together to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from pursuing the lifestyle you want, and I will help prepare you for whatever life brings - both the expected and the unexpected. We will have regular meetings to track your goals, progress and investments. 

I would love to sit with you for a complimentary initial consultation to start you on your path of financial confidence. Here at The Investment Center at Community First Bank, we are "First For You." 

“Do something today that your future self will thank you for.” Sean Patrick Flanery

Community Participation

I have been involved in my communities with local Chambers, community event committees, hospital board, local scholarship board, local foundation board, and Make-A-Wish of Wisconsin. I also have been active in my church. 

Interests

I am very blessed with an amazing husband, Steve, two wonderful sons and a daughter-in-law. Now that my sons are grown, any time I am able to have all of us together, it is the most treasured time. I also have three dogs that keep life interesting. 

I love to be on the water - boating, kayaking and fishing. I love to travel with my family, and girlfriends.  

CRD #5771498

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