Loomer & Associates

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Alfred Loomer

Alfred Loomer

MST, CFP®

Private Wealth Advisor

Visit Alfred Loomer's website


Team

Hayley Abrahms

Hayley Abrahms

Practice Manager,

Client Concierge

Personal Intro

Hayley Leman is our Practice Manager and Client Concierge for all your service needs. 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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