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 the Series 7 and 66 securities licenses as well as her West Virginia State Life and Health Insurance license. In 2017, she earned the professional designation of Accredited Asset Management SpecialistSM (AAMS® ) through a program offered by The College for Financial Planning.
Loretta's responsibilities 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 serves as Secretary of the Board. She is also on the Executive Committee, Education Committee and 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.