With nearly 30 years of industry experience, Lorraine provides attentive administrative support to our advisors, assists with operational duties, and is a go-to resource for many of our clients. She is skilled at translating complex industry jargon into easy-to-digest concepts, and she often helps ...more

With nearly 30 years of industry experience, Lorraine provides attentive administrative support to our advisors, assists with operational duties, and is a go-to resource for many of our clients. She is skilled at translating complex industry jargon into easy-to-digest concepts, and she often helps our clients address questions about their annuities, taxes, and estate planning mechanics. One of her favorite aspects of her job is getting to help incredible people live life with confidence, and she builds personal relationships with our clients as she serves them. Our team firmly believes that our genuine care and superior service is what sets us apart, and Lorraine embodies that principle in everything she does. She finds joy in serving others, and she loves giving clients peace of mind by helping them solve problems and answer questions about their wealth.less