Lorena serves as a Client Service Associate in our Annapolis, MD office, supporting one of the local advisors in client relationship management.
Before joining the team, she spent eight years in various administrative and client service roles within the medical field.
Originally from Maryland, Lorena still resides there with her partner and their two children in Laurel. Outside of work, you can find her spending time with family, baking, and traveling.
- Experience Coordinator at StratWealth
- Office Coordinator at Adventist Healthcare
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.