Jorie works with clients to build comprehensive financial plans and manage their investment portfolios. Each financial plan is personalized to the client and is designed to help them meet their unique financial goals. Jorie enjoys her work as a Wealth Advisor because of the deep relationships she is able to form with her clients. She enjoys listening and engaging in discussions with her clients about their life, their goals and their dreams. Her favorite part of the job is receiving a phone call letting her know that a client has achieved an important goal.

Spotlight on Jorie

In this interview, Jorie discusses her role as a financial advisor in the Chicago area, her CeFT® designation, some of her memorable childhood experiences, and also learned some financial advice.

To read our interview with Jorie, take a look at our Spotlight on the Team: Jorie Pitt article!

• Retirees
• Financial Planning
• Investments
• Sudden Money Recipients

Jorie is a 2003 graduate of the University of Illinois which she attended as a Chick Evans Scholarship recipient.

As a Certified Financial Transitionist, Jorie is particularly skilled at working with clients who are going through a significant financial transition. One of her specialties is working with clients who have received an inheritance and need assistance creating a plan to handle their new wealth. Jorie is also skilled at working with individuals who have recently lost a spouse or life partner. She guides them through the difficult and often lengthy process of re-imagining their day-to-day life and their financial goals.

Jorie is married to her husband Stephen and they currently reside in Darien, IL along with their Pitbull named Bosco. They rescued Bosco in 2015 and have both since become involved in the animal rescue mission. During their free time they volunteer at the West Suburban Humane Society.

Jorie loves to travel but still has a lot of the world left to see! She also enjoys reading, musical theater, country music and White Sox baseball.