As an Associate Wealth Strategist, Lorena uses her experience as an entrepreneur to thoroughly understand clients’ business and personal needs to develop a holistic solution for health and wealth.

Fun Facts about Lorena:

• Enjoys a variety of sports, and has run four marathons, including New York
• Grew up playing Risk, but can’t claim to be the family champion
• Has a passion for classical piano and has been playing since the age of four
• Can't resist doing a puzzle