Loren Surmeli

Loren is capable, determined, confident, and well organized, with extensive experience in client support. She has been in insurance and finance for 7 years and is excited to help with the operations of our company. She remains highly approachable with a pleasant attitude and a passion for helping. She looks forward to helping you service your investments with Phillips Financial Strategies.

In her free time she spends time with her husband, two girls, and pup outside at the dog park, kayaking, hiking, or at the local farmers market. She is a new transplant to Bradenton, Florida.