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Gigi Verrey, ChFC®, CLU®

Vice President, Wealth Management

Taking a down-to-earth approach to helping clients reach their financial priorities.

Gigi manages investment portfolios for individuals and 401(K) plans for businesses. She prepares retirement strategies that help clients think about, clarify, and establish investment plans and future income sources to achieve their financial goals to retire successfully.

A senior Wealth Management Advisor with 28 years’ experience and clients in 16+ states, Gigi is dedicated to helping her clients attain their financial goals while minimizing worry. Gigi’s mission in life is to help busy women, their families and their businesses succeed financially. As a Chartered Financial Consultant and Senior Wealth Management Advisor, she has the knowledge, tools, and compassion to help navigate change. Gigi helps answer the financial questions that come with job change, loss of a spouse, retirement, changes in marital status, the sale of a business interest and inheritance.

Gigi lives in Lake Forest, Illinois with her husband, son and shih tzu, Taz. She enjoys creating new recipes, entertaining friends, gardening and yoga.

Education: Northeastern Illinois University, Summa Cum Laude

Organizations: Society of Financial Service Professionals, National Association of Insurance and Financial Advisors (NAIFA), Served as a consultant to the Congressional Social Security Administration

Credentials: Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®)

Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC.  Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.

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