LORETTA
Financial Services Consultant
3x MDRT
Prior to joining Wespire, Loretta had a career in Human Resources for many years.
As a self-described introvert, it never crossed her mind that she would be a Financial Services Consultant one day. Then, a few years ago by chance, she met someone who convinced her to pursue this career. With the saying “God chose the weak things to confound the mighty” echoing in her mind, Loretta decided to take a leap of faith to embark on this journey. Since then, her life has never been the same. She found deeper meaning in empowering as many families as possible to take full control over their finances so that they could live the lives they truly desire.
Over the years, Loretta has helped many professionals and business owners to lower cost redundancies and maximize their portfolio returns. She specializes in portfolio restructuring using a simple yet proven strategy. Her sincerity and attention to detail has helped her to build long term relationships with her clients.
Most of her clients comment that she is expert in stretching their dollar to the most effective use. She is well-known to get them the most “VALUE FOR MONEY”.
Clients are quick to note that Loretta is laser-focused on finding the best insurance products to match a client’s highly personal and unique needs. She is also regarded as trustworthy, reliable, and knowledgeable and gets the job done to clients’ complete satisfaction. Unlike some other agents in the industry, she is not focused on hard sales and instead puts the client first in every interaction. This approach has been key to her success in establishing herself as a trusted Financial Services Consultant.