Our Team


Steven Lorio, AIF®, CFP®, is the creator of Rethin(k) 401(k) and the soothing voice of its video library, 401(k) University. Steven is a specialist in 401(k) plans with deep knowledge of the participant experience and training in prudent fiduciary practices. He started in financial planning in 2003.

Steven is an avid gamer and enjoys games of most any sort. Board games, card games, video games…you name it. He went to school at the University of Texas at Austin where he majored in Finance with a minor in Accounting. Today, Steven lives in Bedford with his wife, Jo, and their cats, Baron Nashor and Mr. Tibbers.

Email: steven.lorio@rethink401k.net


Sid Lorio, AIF®, CFP®, has been active in investment management and financial planning since 1980. He founded Lorio Wealth Management, which specializes in retirement, investment, education, tax and estate planning. He has taught many classes on personal financial planning and enjoys teaching.

Sid is a Dallas Mavericks fan and boater. If he’s not cheering at the American Airlines Center, you’ll likely find him out on the water. Sid went to school at Louisiana State University where he majored in Business Administration and Business Law. Today, Sid lives in Southlake with his wife, Gloria. He has two sons: Steven and David.

Email: sid.lorio@lpl.com


Gloria Lorio, CFP®, has been active in investment management and financial planning since 1989. She is the office manager of 401(k) University and has helps with client communication and client contact.

Gloria is a self-described dabbler. She enjoys taking photos, arts & crafts, cheering for the Dallas Mavericks, boating, and social events. Gloria went to school at Louisiana State University where she majored in Elementary Education. Today, Gloria lives in Southlake with her husband, Sid. She has two sons: Steven and David.

Email: gloria.lorio@lpl.com