Client Service Associate
Lorena brings with her a breadth of knowledge in customer service with over a decade in the financial services industry. Her extensive industry knowledge, background, and education, we are excited to have Lorena supporting our client service needs. She is a passionate people person who possesses an innate ability to understand clients’ financial needs, and we think that she is the perfect fit to interface with our clientele and help usher Wealth Management Solutions into a new era of growth.
Wealth Management Solutions is thrilled to welcome Lorena Gonzalez to our team as our Client Service Associate. Lorena is responsible for customer service, paperwork/documentation, account maintenance. Lorena has in-depth experience with Redtail CRM software and financial technology.
Lorena lives in Chattanooga, TN. She is a runner/triathlete and enjoys participating in local races.
Lorena is also bilingual in both English and Spanish.