Today we’d like to introduce you to Trish Lobeck.
Hi Trish, so excited to have you on the platform. So before we get into questions about your work-life, maybe you can bring our readers up to speed on your story and how you got to where you are today?
Reilly Financial Group is a financial services firm that focuses on holistic planning as opposed to product-based planning. ” ‘Holistic’ means we don’t come in with a pre-packaged solution, like a hot stock or a product to sell,” says Partner Bob Knoll. “We identify what each client’s concerns are and what clients are trying to accomplish. Then our team develops solutions to address those needs.”
Our client’s success is our top priority. From wealth management to retirement strategies, our guidance and resources can help make your investment goals a reality. We just celebrated our 30 year anniversary, and we look forward to the many years ahead!
Working with individuals, families, business ownersand employees, the team delves into each client’s financial situation and will review investments, insurance, legacy plans, estate plans, and tax plans as they learn more about the client’s goals and needs. “We also work with a number of strategic partners to ensure we provide the most appropriate solutions for each client,” senior partner George Reilly notes. “And we stay by our clients’ side as their needs change or protect them if they encounter unexpected events, such as illness or injury.”
Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
We have been around for over 30 years, and are so grateful for our clients for doing life together with us.
Thanks for sharing that. So, maybe next you can tell us a bit more about your business?
At the Reilly Financial Group, our team works closely with individuals, families and businesses to
provide an exceptional client experience. We have over a century of experience in the areas of
retirement, business, estate and benefits planning. Our team approach allows us to tap into a
wide range of planning resources and provide clients with integrated customized solutions. We listen and educate our clients so that they feel confident in making well-informed decisions about their financial security. Our Mission at the Reilly Financial Group is about our dedication to providing financial solutions to clients as they look to build financial security through every stage of life. Our team approach provides individuals, families, business owners and employees with integrated and customized solutions.
How do you think about happiness?
Family is at the core of everything. At the end of the day, that’s all that matters, who you go home to. At the RFG, we’re all about family. There’s actually a lot of family members that work together on our team! Lonna and Dawn are sisters. Partner Kate Reilly is the daughter of Senior Partner George Reilly, and Trish Lobeck with Media & PR is George’s youngest daughter. Legacy is everything. The moments that make me happiest is when we gather as a team during our quarterly outings or summer picnics or holiday events and everyone is one big happy family. It’s not just coworkers.
Contact Info:
- Website: https://www.reillyfinancialgroup.com/
- Facebook: https://www.facebook.com/ReillyFinancialGroup
