Supervision & Operations Specialist, Principal
Loretta has been in the financial services industry since April 2000 working as a client relationship and operations manager. She grew up in Michigan and graduated from the University of Michigan with a Bachelors of Business Administration in Accounting.
In 2010, Loretta and her family moved to Florida to further her career in financial services. She is registered with series 7, 24, 63 and 66 licenses held with LPL Financial.
Loretta's hard work and dedication enables her to deliver a high level of client service and satisfaction. She is enthusiastic about helping clients meet their needs, as well as provide support to Synergy as a whole. She is always happy to help whenever the need arises and finds even greater satisfaction in putting smiles on the faces of others.
Loretta is a die-hard fan of her alma mater's team, the Michigan Wolverines. Go Blue!