Our Support Team

Outstanding customer service is a given at CB3 Financial Group. Our customer support team is second to none. If you have a question about your account balance, account statements, change of address updates, or perhaps need us to retrieve a password for you for your online access, we’re here to serve you.

Lory Harris

630-845-8880 x302

Lory comes to CB3 with years of experience with Harris Bank, where she administered trust relationships. She determined trust document requirements and customer needs and desires. She assisted with customer investments and held Series 7 and 24 licenses. Lory graduated with high honors from Elmhurst College with a Bachelors of Science. She lives in St. Charles with her husband Ken. 

Holly Daniel

630-845-8880 x305

Holly is the newest member of our CB3 team.  She is a Certified Financial Planner with an Economics degree from Mount Holyoke College in MA.  She comes to us with experience in the brokerage industry, as a Trust Investment Officer in banking, and also as a manager her own financial services business.  

Holly has over 25 years in the investment industry.  She is proud to be following in the footsteps of her father (an investment manager), and also her grandfather (a pioneer of technical analysis).  Holly brings a depth of knowledge and some new ideas to our clients and all of us at the CB3 team.