Lori Wray

Financial Advisor


  • B.A. Management Information Systems and Marketing – SIUE


Lori, a seasoned financial advisor with over 20 years of experience helping individuals and families achieve their financial goals. She is passionate about creating personalized financial plans that align with her clients’ individual goals and circumstances. She understands that everyone’s financial situation is unique, and she works closely with her clients to develop investment strategies that meet their specific needs and risk tolerance.

Lori takes a holistic approach to financial planning by helping clients align their financial goals with their life goals. One of Lori’s greatest strengths is her ability to alleviate customer concerns. She understands that making financial decisions can be overwhelming and stressful, and she takes the time to explain complex financial concepts in a clear and understandable way. Her clients appreciate her patient and compassionate approach, and they trust her to guide them through the often-confusing world of personal finance.


Lori is a devoted mother, grandmother and wife who enjoys spending time with her family and friends. Some of her hobbies include golf, tennis, and pickleball.