Lorena has nearly a decade’s experience supporting top advisors and their clients. She communicates with our clients directly to assist with customer service, paperwork processing, account management/maintenance, and proposal development.

She takes pride in her exceptional service skill set and ability to work well under pressure and deadlines. She services our clients with a high degree of dependability, flexibility and resourcefulness coupled with a highly professional demeanor and attitude.

Lorena enjoys the outdoors and getting exercise. Additionally, she is bilingual, fully fluent in both English and Spanish.