Lori Kaminski has spent over 30 years in the financial industry and has a great passion for helping people develop the best personalized strategies possible. She began her career in corporate finance after graduating with a BBA and MBA from the University of Notre Dame. Twenty years ago, she transitioned to wealth management as an investment advisor.
As a Certified Financial Planner (CFP®) who is NSSA® certified, she understands the importance of coordinating all aspects of financial planning to deliver the best possible outcomes for the client. This includes Social Security maximization, tax analysis, retirement cash flow, investment and benefit coordination, and estate and wealth preservation.
She believes in the importance of civic involvement and is a past trustee for Aquinas College and the Holland/Zeeland Community Foundation, where she held numerous Chairperson positions — including the Investment Committee. She is an active member of St. Patrick’s Parish in Grand Haven. In her free time, she enjoys an active lifestyle that includes running marathons (30 to date), Ironman triathlons, traveling, and reading.
Reach out to discuss how we can help you plan with confidence.