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.

The staff and consultants of INC Advisors may be Registered Representatives with the LPL Financial. Securities are offered through LPL Financial – Member FINRA / SPIC. INC Advisors is a separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact securities business with residents in all 50 states of the United States of America.