Lori Jozefiak

Client Service Administrator

We’re sure that most of you recognize Lori Jozefiak as our “director of first impressions” from speaking with her on the phone, being greeted by her when you visit the office, or working with her to get meetings scheduled (and rescheduled!).

While Lori will still be a very public face representing Financial Service Group, we are pleased she has agreed to take on an expanded role as our Client Service Administrator. In this role, she’ll be training under of Terri D’Alie as Terri continues her own transition to Chief Operations Officer.

Lori will ultimately be responsible for providing a high degree of client satisfaction as she supports our advisors with meeting preparation and follow up, maintaining contact with clients to provide or obtain updated information, and general support of portfolio and investment strategies.

Since her first job scooping 25-cent ice cream at Baskin-Robbins, Lori has refined her people skills through many years of supporting leaders and teams. Although she once dreamed of being a professional tap dancer, she found other ways to channel her creative talents.

A fan of Broadway musicals and Ravinia concerts, Lori’s favorite time of day is late at night when the house is quiet and she has time to think and plan. Her bucket list includes wanting to one-day write a children’s book for which she has already developed the concept. She would also like to recreate the European trip exactly as taken and journaled by her grandparents.

Lori and her husband have two grown daughters, both graduates of UW-Madison (Go Badgers!). When not working, Lori enjoys reading and being outdoors, primarily on or near water. Lately, she’s been expanding her culinary tastes and experimenting with healthy recipes under the guidance of her dietician daughter.

Let’s chat! Reach out today to connect with us.

We understand the apprehension that comes with planning for your future. Our no-commitment, free consultation with our trusted CERTIFIED FINANCIAL PLANNER™ advisors will put you at ease and show you all that Financial Service Group can offer. Contact us today and start planning for your great life.

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