Client Service Specialist

Overview

Elly Loera joined Petersen Hastings Wealth Advisors as a Client Service Specialist in October 2025. She was drawn to the firm’s values and its genuine commitment to helping others. Elly enjoys being part of a collaborative team that truly cares about clients and works together to make a meaningful difference.

Before joining the firm, Elly gained experience in banking and administration, where she developed strong customer service and communication skills. 

Outside of work, Elly enjoys spending time with her family, hiking, baking, and traveling to new places.

Top 5 Gallup StrengthFinder Themes

  • Restorative
  • Responsibility
  • Achiever
  • Consistency
  • Individualization