Administrative Assistant

Lorena is an experienced administrative assistant providing operational support for Butera Wealth Management. She is responsible for customer service, compliance, paperwork/documentation, account maintenance, and managing our calendars. She has in-depth experience with Redtail CRM software and LPL Financials’ technology. Lorena and her husband live in Chattanooga, TN. She is a runner and enjoys participating in local races. Lorena is also bilingual in both English and Spanish.