
Loren Sherman
Founder & Financial Advisor
CFP® RICP® AIF® CRC® CKA® WMCP®
Client Service Specialist
Elizabeth takes pride in being a reliable resource, helping keep the details organized so the focus can stay on serving clients well.

Elizabeth brings more than three years of experience supporting financial advisors and helping them stay organized, efficient, and focused on providing exceptional service to their clients.
With a background in both the financial and medical industries, she brings a unique combination of professionalism, adaptability, attention to detail, and strong client service skills.
Before moving into the financial industry, Elizabeth worked in the medical field, where she developed valuable skills in organization, multitasking, problem-solving, and customer care. She now applies those skills to providing dependable, detail-oriented support that helps streamline day-to-day operations and better serve clients.
Elizabeth is passionate about her work and takes pride in being a reliable resource for the people she supports. She’s committed to building strong working relationships, maintaining high standards, and continually developing her skills.
Outside of work, Elizabeth enjoys spending time with family, exploring the outdoors, and discovering new hobbies and interests.
Meet Integrity
A team of financial professionals and specialists, bringing different perspectives to the decisions that matter to you.

Founder & Financial Advisor
CFP® RICP® AIF® CRC® CKA® WMCP®

Investment Management
CFA® CFP®

Client Service Specialist
CFP®

Tax Specialist
ChFC® RTP™ EA

Executive Assistant

Medicare Plan Review

Individual Health Insurance

Client Service Specialist
CFP® Candidate

Client Service Specialist
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