In the News | Jun 17, 2022
Loraine Montanye, CFP® Joins DBR & CO as a Senior Retirement Plan Advisor
DBR & CO is pleased to announce the addition of Loraine Montanye, CFP® to our team. Loraine has more than a decade of experience in the financial services industry that includes working at PNC and an RIA. She has spent her career working with plan sponsors, participants and service partners in an advisor capacity.
Loraine works closely with Steven Kaczynski, Managing Director of DBR Fiduciary Plan Solutions, in DBR & CO’s growing qualified retirement plan advisory business. “It was an exhaustive hiring process, and Loraine was an exceptional candidate. She has hit the ground running and we expect her to make a tremendous impact with her background and experience”, said Kaczynski.
Loraine acquired substantial experience as an Associate Retirement Plan Advisor at PNC where she partnered with Fiduciary Investment Services clients to onboard new business and facilitate recordkeeper conversions. She went on to serve as a Senior Employee Education Consultant, providing participant education and sponsor consulting. She also won the 2022 PNC Market All-Star Award.
DBR & CO Founder and CEO, David Root, said, “we are excited to have Loraine join us. Our commitment to finding the perfect candidate demonstrates our investment in creating the best brand for Fiduciary Plan Solutions; Loraine will be a great addition to that.”
In addition to her CFP® designation, Loraine holds a Bachelor's Degree from Bethany College as well as the Series 7 and 66 licenses. She is also in the process of obtaining her AIF designation.
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