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Loraine Montanye


Senior Retirement Plan Advisor in new window)

Loraine is responsible for managing relationships with DBR Fiduciary Plan Solutions clients and for advising retirement plan sponsors on fiduciary and investment matters. Loraine has more than a decade of financial services industry experience encompassing both wealth management and retirement plan consulting. She is passionate about empowering individuals from all backgrounds to understand their personal finances and to achieve healthy retirements. She specializes in delivering excellent service and tailored advice to employers for the ultimate benefit of their employees. Loraine regularly contributes to leading industry publications such as PLANADVISER Magazine and PLANSPONSOR Magazine, and serves as a recurring author for SmartAsset's popular 'Ask an Advisor' column, which is syndicated globally via Yahoo! Finance, Nasdaq, MSN, and other media outlets.

Prior to joining DBR, Loraine served as a Senior Employee Education Consultant and an Associate Retirement Plan Advisor at PNC Institutional Asset Management, where she provided consulting services to retirement plan sponsors and developed and delivered education programs to plan participants. Prior to PNC, Loraine worked at a local RIA, a national broker-dealer, and at BNY Mellon.

Outside the office, Loraine enjoys cooking, tackling home improvement projects, and finding adventures with her husband Craig.


Loraine holds a Bachelor of Arts from Bethany College and is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® designee.