RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
Quincy Loreen
Client Services Manager
Quincy is a Wealth Advisor and Client Services Manager providing support for clients and advisors. He also provides ongoing assistance to our Operations and Client Services teams. Quincy graduated in May of 2020 from Washington State University with a degree in both Finance and Accounting. Prior to joining us, he was an intern with a portfolio manager, and two insurance companies. Outside of the office Quincy is passionate about music, snowboarding and all things sports!
