Senior Client Services Associate

With more than 30 years of administrative and marketing experience in all phases of the insurance and financial planning industry, Lorraine assists with office administration, annual review preparation, client service and account management, plan implementation, and client data management. She also has extensive experience with licensing & contracting, compliance, and audits.

Professional Certifications & Associations

  • Series 6 and Series 63 Securities registrations
  • Life, Health, Variable Annuity Licenses
  • LOMA (Life Office Management Association)

Greatest Professional Satisfaction

I’ve grown within the financial arena over the years, having started in insurance, followed by marketing within the industry and finally discovering the world of financial planning.  My association with Registered Investment Advisor (RIA) firms has increased my ability to service our client base more effectively, and my exposure to virtually every aspect of the industry has broadened my abilities. I enjoy getting to know and understand each client’s situation – both professionally and personally.

Greatest Personal Satisfaction

My children, family and friends and associates.