Loren has been providing financial advice and insurance services to his clients since 2002. His reputation for outstanding service has created a large clientele. Loren holds his Series 7, 63, 65, registrations with LPL Financial and also holds his Life Insurance license.
Loren's professional practice focus is on retirement management, portfolio analysis and comprehensive financial planning for his clientele of successful individuals who want to increase their net worth and provide for themselves and their families. His work philosophy comes from his coaching background where he emphasized a "commitment to excellence" seeking to produce positive results.
Loren has long been involved in the complicated and technical arena of investment and insurance planning. This wide experience enables him to evaluate each client's needs and then formulate a strategy to help pursue those financial objectives. To share his expertise with others, Loren has conducted seminars on retirement and portfolio analysis. In addition, he has taught financial planning classes for his clients and the general public.