Lorraine is responsible for scheduling and preparing annual reviews for clients; preparing client paperwork, including new account and transfer forms; and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
Bay State College, A.A.
Modera Financial Planning & Wealth Management
535 Boylston St., Suite 300, Boston, MA 02116
Laurie Kane Burkhardt
Theresa Apruzzese Days
George T. Padula
Robert D. Siefert
Christopher “Cory” White