Loretta joined the firm in 2017 as a Senior Retirement Plan Specialist. Loretta has over two decades of experience in the financial services industry having worked on both the record keeping and third-party administration side of the business. She also has extensive experience as both a plan design consultant and a participant educator.

Loretta holds a bachelor’s degree from Brooklyn College with a major in communications and Marketing. She lives in Scotch Plains, NJ with her husband and two children.