Loomer & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Alfred Loomer

Alfred Loomer

MST, CFP®

Private Wealth Advisor

Visit Alfred Loomer's website


Team

Hayley Leman

Hayley Leman

Client Service Manager,

Client Concierge

Personal Intro

Hayley Leman is our Client Service Manager. She joined our team in October 2019.

Qualifications

  • Master of Business Administration (MBA) from Springfield College

  • Bachelor of Science Degree in Business Management from Springfield College

Roles & Responsibilities

  • Scheduling
  • Money Movements
  • Processing client requests to ensure world class service
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Ana Colgan

Ana Colgan

Financial Planning Analyst,

Operations Specialist

Personal Intro

Ana Colgan is our Financial Planning Analyst. She joined our team in September 2018.

Qualifications

  • Bachelor of Science Degree in Economics and Business from ICESI University

Roles & Responsibilities

  • Financial Planning Analysis
  • Long Term Projections
  • Creating reports for clients to ensure world class service
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