Lori M. Johnson
Osaic Institutions Licensed Wealth Associate, AVP, INB WEALTH
Johnson has been a “numbers person” all her life. After growing up in Auburn and graduating from Auburn High School, Lori attended Illinois State University, where she received a bachelors degree in accounting, with a minor in business administration. She earned her Certified Public Accountant (CPA) designation in 1988.
Lori began her career in public accounting with RSM, formerly known as McGladrey & Pullen. She worked in public accounting for four years, doing audits by day and taxes at night. After four years, Lori went to work at Standard Mutual Insurance Company, where she directed both the accounting and human resources departments.
In January 2018, Lori took the position of Assistant Vice President, Wealth Strategies, at INB. I am very impressed with INB’s full-service approach to financial planning. I look forward to assisting our clients in planning and preparing for all of the financial aspects of their lives from budgeting and evaluating benefits to education, retirement and tax planning.
Lori and her husband Steve have two grown children: Emily and Logan. The couple lives in Auburn and are very involved in their church and serve on the hospitality committee; they have also facilitated the Dave Ramsey Financial Peace University class.