Our Team

Rewarded by Long-Standing Relationships

Kori Lannon, CPWA®

Private Wealth Advisor

Founding Partner

FINRA - Broker Check

Kori joined our practice in 2007 after a 13-year career in commercial banking in Chicago and still has strong ties to the Midwest. There she worked with entrepreneurs, professionals, executives, and families on streamlining cash management related to their business interests, then transitioned careers to aid the same kinds of clients with their personal wealth concerns. Kori loves to help clients nurture an understanding of how and why they are invested. She earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investment Management Consultants Association in conjunction with The University of Chicago Booth School of Business and also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.  Kori earned a Bachelor’s degree in Economics and Mathematics from Brown University.

Kori is married with three daughters and enjoys an active lifestyle. She works with several local committees promoting exercise and healthy activities in children and adults.

Team Members