Loren Liverance

I joined Ellis Financial Advisory in 2025 and have more than 18 years of experience in the financial industry. Today, I serve as the first point of contact for our clients, and I am a key support to Jason Ellis. I manage a variety of responsibilities, including account openings, client transitions, scheduling, and compliance support, helping to ensure a smooth and efficient client experience.

I am passionate about building genuine, long-lasting relationships and guiding clients through each step of the firm’s processes. I’m dedicated to providing consistent follow-up and helping clients navigate their day-to-day interactions with our firm through our high-touch client service. I seek to bring a friendly and dependable approach and take pride in easing client anxiety and making sure you feel supported every step of the way.

My commitment to helping others is deeply personal. Having faced financial challenges earlier in life, I find fulfillment in helping others feel confident and at ease. I want to continue to grow in my role, striving to provide even greater support to both our clients and Jason Ellis.

Outside of work, I enjoy reading, drawing, and playing the violin and clarinet. I live in Closter, New Jersey, with my husband.