Loren Surmeli is a seasoned Executive Assistant with over 9 years in the field with insurance and finance. She has extensive experience with all administrative tasks, including scheduling and correspondence. Loren has held positions with four previous firms that process and service; life insurance, health insurance, disability, long term care, property and casualty insurance, securities, and annuities making her able to tailor her skills to meet the needs of our clients. Her last two firms she helped build all Standard Operating Procedures and is very effective at teaching new trainees. She remains highly approachable with a pleasant attitude and a passion for helping. She looks forward to helping you service your investments with Wolf Creek Capitol!
In her free time, she spends time with her husband, two girls, and her shiba inu (Akira) outside at the dog park, kayaking, hiking, or at the local farmer’s market supporting her local community growers and upcoming artists. She is a new transplant to Bradenton, Florida.