Director, CPA, FCPA
Loretta is a Director at Cover & Rossiter providing business and family office services as well as tax preparation services for individual and business entities. She joined Cover & Rossiter in 1996, following eight years of diversified accounting experience in both public and private firms as an accountant and controller.
Loretta is currently providing accounting and tax services to Cover & Rossiter clients as well as employed as accountant and treasurer to three local Delaware Investment Holding Companies. Loretta also serves as the finance committee chair for the Delaware Psychological Association of Delaware and is an active member of the Delaware State Chamber, Wilmington Tax Group and Business Networking Breakfast of Wilmington.
Loretta earned a Bachelor of Science degree in Accounting from Eastern University and received her CPA certificate from Pennsylvania in 1994 and is also licensed to practice in Delaware. Loretta also holds a Forensic CPA designation. She is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.
Loretta also holds a Series 65 and is an Investment Advisor Representative and maintains a referral relationship with Lovett Advisors, LLC
While at Cover & Rossiter, Loretta has established a reputation for excellent service to clients. She is adept at reengineering processes to enable greater effectiveness and productivity for the firm and its clients. She also has strong accounting skills which enable her to work on some of the areas business owners, family limited partnerships, trusts and high wealth families.
Loretta enjoys spending time with her family and friends, being outdoors, reading, attending charity walk-a-thons and participating in the firm’s Adopt-a-Family program during the holidays.