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Gigi Verrey, ChFC®, CLU®

Vice President, Wealth Management

With 26 years’ experience and clients in 30+ 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 Vice President, Wealth Managment, she has the knowledge, tools and compassion to help women 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. In addition, 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.

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

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

Education: Northeastern Illinois University, Summa Cum Laude

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.