Lorrie Minor (CFP®, CPA/PFS, MST)

Lorrie Minor focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Additional Information

NAPFA Start Date

July 20, 2011


This Office

980 N Michigan Ave Ste 1400 Chicago, IL 60611-7500 Phone: (773) 325-2400 Fax: (773) 325-2422