Lorena Huerta-Parra

Lorena brings more than 20 years of financial service experience to her role as Client Service Associate. She is passionate about serving our clients and ensuring they feel supported every step of the way in your financial journey. She serves as your first point of contact with our team and remains committed to your satisfaction every time you come to our office or reach out with questions. She is responsible for delivering outstanding service while addressing a variety of account-related questions.