Loren began her career at Merrill Lynch in Manhattan in 2007. In 2010, she joined The Werbitt Cicale Ward Group, in White Plains. As a Wealth Management Advisor and Senior Vice President, she creates relationships rooted in trust, compassion and helping her clients to make the best financial and goals-based decisions for themselves and their families. Through her experiences in life and work, she has quickly learned that knowledge and money equals power and independence. By educating her clients, she empowers them to feel comfortable about their financial futures and has given them tools to navigate through their financial lives.
Loren also helps to link generations by focusing on wealth planning and financial strategies for clients and their children. She helps rising business leaders, young families, and entrepreneurs understand the importance of planning for the future, saving and investing. Loren has earned the CERTIFIED FINANCIAL PLANNER™ certification.
Loren has been named to Forbes “Best-in-State Wealth Management Teams” list for three consecutive years as a member of the Werbitt Cicale Ward Group. She was also named to the 2025 Forbes “Top Women Wealth Advisors Best-in-State” list as well as the Forbes “Top Next-Generation Wealth Advisors Best-in-State” list in 2023 and 2024.
Loren’s leadership and influence extends outside her office as she is involved in several philanthropic causes. She serves as Co-Chairwoman of the City Year New York Engagement Board. Loren is also engaged in her alma mater, Bucknell University’s alumni organization.