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Christos K

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Christos Kyros is a financial advisor at MPS-LORIA Financial Planners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPS-LORIA since 2006. Kyros has additional experience as an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm employs an open-architecture, predominantly discretionary investment approach focusing on diversified allocations with no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kenneth D

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Kenneth Daemicke is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with firms including Cherry Bekaert Advisory, Mueller & Co., and Mulcahy, Pauritsch, Salvador, Ltd., and he has led his own consulting firm, AllPro Financial Solutions Ltd., since 1981. Daemicke also serves as an independent licensed insurance agent and provides consulting services in tax preparation, planning, and advisory. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach that emphasizes diversified portfolios constructed with no-load mutual funds and ETFs, supported by quantitative screening and research.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Richard L

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 registrations and offering 35 years of industry experience. He has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and a managing member of Loria Financial Group, LLC. MPS-LORIA Financial Planners serves a varied client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach, utilizing diversified allocations primarily composed of no-load mutual funds and ETFs and relies on quantitative screening and ongoing monitoring tools.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Michael P

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Michael Pauritsch is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with MPS-LORIA and its predecessor, Loria Financial Group, since 1999. He is also an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides investment advisory services, financial planning, and pension consulting, utilizing a predominantly discretionary, open-architecture investment approach focused on diversified allocations through no-load mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Sean P

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Abigail L

Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Abigail Loria is a financial advisor with MPS-LORIA Financial Planners, LLC and holds a Series 65 designation. She has prior experience working in various roles including freelance acting and employment at several companies before joining the firm. Outside of finance, she works as a freelance actress, involved in auditioning, rehearsing, and performing. MPS-LORIA Financial Planners, LLC serves individuals, including high-net-worth clients, as well as corporations, charitable organizations, and trusts, providing investment advisory services, financial planning, and pension consulting. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations primarily using no-load mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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