Lorey Schlehuber |Operations Assistant

Lorey Schlehuber serves as an Operations Assistant at Plan Design Partners, where she takes great pleasure in supporting plan sponsors and participants through the comprehensive administration of their retirement plans. In her multifaceted role, she meticulously manages 401(k) distribution requests, ensuring that each process runs smoothly and efficiently while addressing a wide array of client service inquiries with professionalism. Lorey is dedicated to delivering exceptional customer service, striving to exceed client expectations in every interaction. 


With a background as a former business owner, Lorey possesses a deep understanding of the complex challenges that employers encounter in the administration of retirement plans. This firsthand experience allows her to empathize with clients and provide tailored solutions that meet their unique needs. She earned her Bachelor's Degree in Accounting from Bradley University, equipping her with a solid foundation in financial principles that enhances her performance in her current position. 


Residing in Morton, IL, Lorey shares her home with her husband, Michael, and their daughter.  Lorey also has a grown son who is planning a wedding soon. Together, they cherish their family time and enjoy trips to Chicago, where they shop and create lasting memories. Lorey's commitment to both her professional life and her family exemplifies her balanced approach to work and personal fulfillment.