Loretta joined Goldsberry Wealth Strategies in October 2016 bringing with her more than 20 years of experience in the financial services industry. She studied Business Administration at West Virginia University at Parkersburg and currently holds both the series 7 and 66 securities licenses. Loretta’s responsibilities will include providing assistance to clients, preparing for and sitting in on client meetings, gathering financial data and data entry within Goal Planning and Monitoring (financial planning tool), assisting in product research and portfolio rebalancing.
Loretta is a member of the Board of Directors at the Humane Society of Parkersburg where she is also a regular volunteer. She is also on the SPOT Committee which raises money for capital improvements to the shelter.
Loretta and her husband, Mike, live in Parkersburg with their 3 dogs, Abbey, Sophie and Bella. In their free time they like to spend time with family and friends and love to travel. They also support local arts and enjoy attending shows at the Actors Guild of Parkersburg.