Loretta Dillard

Client Bookkeeper

Loretta Dillard joined the firm in September 2026, bringing over 20 years of experience in accounting, bookkeeping, and financial management. She holds an MBA and a Bachelor’s degree in Accounting. Throughout her career, she has worked across various industries, specializing in financial reporting, reconciliations, accounting operations, and process improvement. Loretta is passionate about helping businesses maintain accurate financial records and achieve financial success. A longtime Stamford, Connecticut resident, she is also the proud mother of three beautiful children. Outside of work, she enjoys community involvement, giving back, and spending quality time with her family.

Our Promise to Our Clients

We make all the crossroads count.

We build a strategy that maps to your aspirations and your risks. We roundtable detailed intelligence so you can do what you do best: know your options, trust your instincts, and act.

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